Joel Johnson
Joel Johnson is a registered investment advisor at Cetera Investment Advisers LLC, based in Southlake, TX, with 24 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
541 Silicon Dr, Ste 101, Southlake, TX, 76092
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joel is involved in several business activities, including promoting Crown Financial classes, selling fixed life insurance and annuities, and working as a registered representative and investment advisor representative for Delong & Brower P.C. He also has ownership or partnership roles in various financial services, real estate, and education-related businesses.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hbw Advisory Services LLC
Hbw Securities LLCBroker
PFS Investments INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.