Joel Staples is a CFP-designated registered investment advisor, based in Irvine, CA, with 9 years of industry experience.
Location
9870 Research Drive, Irvine, CA, 92618
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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 an insurance agent with various insurance companies since 2022, dedicating a few hours per week. He is also an agent with Cooper Financial Group and an owner of Provident Capital Advisors, Inc., spending full-time hours on these investment-related activities.
Employment History
Current Registrations
Cooper Mcmanus
Cambridge Investment Research, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations20 states
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