Joel Newburn (CRD# 6042606) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Hot Springs National Park, AR and has over 11 years of experience in the finance industry.
CRD# 2590554
Hot Springs Asset Management, Inc.
CRD# 4268696
Capital Financial Advisors
CRD# 5138658
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Advisor Alliance | Charlotte, NC | Sep 2022 - Current | 1 |
| Lpl Financial, LLC | Hot Springs, AR | Jul 2016 - Current | 7 |
| Genwealth Financial Advisors, LLC | Hot Springs, AR | Aug 2016 - Sep 2022 | 6 |
| Woodmen Financial Services, Inc. | Omaha, NE | Apr 2012 - Jul 2016 | 4 |
| Woodmen Of The World Life Insurance Society | Omaha, NE | Jan 2012 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- AR
- LA
- TX
-
Total Assets Under Management12,827MILLIONS
-
Total Number of Accounts52,309ACCOUNTS
-
Average Account Value$245,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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