Joel David Thornton

16 Years of Experience

1 Disclosure

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth

Invst, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

35 advisors

Number of Clients

2,745 clients

Average Client Portfolio

$651K average

Assets Under Management

$1.8B

Fee Structure

Minimum Investment:None

Location

120 East Pine Street Suite 9, Lakeland, FL, 33801

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History

Regulatory History (1)

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Judgment / Lien

October 2003

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Employment History

Current Registrations

Invst, LLC

June 2019 - Present · 6 yrs 8 mos

Previous Registrations

Park Avenue Securities LLCBroker

January 2009 - April 2019 · 10 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.