Joel West is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brewer, ME, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

470 North Main Street, Brewer, ME, 04412

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joel is a finance committee member for Anah Shriners, a non-profit organization, dedicating minimal time. He also works as a financial advisor for Duff and Associates, spending about half his time there.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
September 2003 - Present · 22 yrs 8 mos
Previous Registrations
Raymond James Financial Services
January 2008 - January 2009 · 1 yr
State Registrations16 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.