JC
JC
Joseph Curiel
47 Years of Experience
Tacoma, WA
1 DisclosureBroker
Joseph Curiel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tacoma, WA, with 47 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
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Location
1919 N. Pearl Street, Unit B-1, Tacoma, WA, 98406
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Regulatory History (1)
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Customer Dispute
August 1999Denied
Other Business Activities
Joseph works as a financial advisor for The Commerce Company, dedicating about half of his time to this role. This activity is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
October 2003 - Present · 22 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2003 - Present · 22 yrs 7 mos
Previous Registrations
The Commerce Company
July 2009 - February 2012 · 2 yrs 7 mos
Raymond James Financial Services
October 2003 - January 2009 · 5 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 1992 - October 2003 · 11 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1979 - October 2003 · 24 yrs 8 mos
State Registrations18 states
AKALARAZCACOGAHIMDMTNYORPATNTXVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.