Joel Bennett (CRD# 7400354) is an Investment Advisor Representative working at Expand Financial Group, LLC in Burleson, TX and has over 2 years of experience in the finance industry.
CRD# 6303332
J.p. Morgan Securities LLC
CRD# 6492477
Avantax Advisory Services
CRD# 2591615
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Expand Financial Group | Burleson, TX | Aug 2020 - Current | 3 |
| Corsicana Independent School District | Corsicana, TX | Jun 2019 - May 2022 | 2 |
| Burleson Independent School District | Burleson, TX | Jul 2018 - Jun 2019 | < 1 |
| Wise Health System | Decatur, TX | Mar 2016 - Jul 2018 | 2 |
| Unemployed | Fort Worth, TX | Jan 2016 - Mar 2016 | < 1 |
| Southern Ohio Medical Center | Portsmouth, OH | May 2015 - Dec 2015 | < 1 |
| Unemployed | Burleson, TX | Jun 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- TX
-
Total Assets Under Management85MILLIONS
-
Total Number of Accounts573ACCOUNTS
-
Average Account Value$147,865
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, FL, ID, LA, MT, NV, OH, OR, PA, TN, TX
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