Joel Almquist, financial advisor San Diego CA

Joel Almquist

CRD Number: 5281884
Current Firm: Sovran Advisors, LLC
Joel Almquist (CRD# 5281884) is an Investment Advisor Representative working at Metlife Securities Inc. in Pasadena, CA and has over 8 years of experience in the finance industry.
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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Feb 2024 - Current < 1
Sovran Advisors Llc - Crd 329415 Pasadena, CA Feb 2024 - Current < 1
Integrative Wealth Partners Pasadena, CA Jun 2023 - Current < 1
Jr Almquist LLC Pasadena, CA Apr 2023 - Current < 1
Mml Investors Services, LLC Pasadena, CA Mar 2017 - Feb 2024 6
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 2016 - Feb 2024 7
Metlife Securities Inc. Pasadena, CA Jan 2015 - Mar 2017 2
New England Securities Woodland Hills, CA Apr 2010 - Jan 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Joel R. Almquist
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, GA, LA, NC, NE, NJ, NV, PA, TX, VA, WA

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