Joel Griffin, financial advisor Uvalde TX

Joel Griffin

CRD Number: 4089078
Current Firm: State Farm Investment Management Corp.

Joel Griffin (CRD# 4089078) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Uvalde, TX and has over 24 years of experience in the finance industry.

Similar Advisors
James Coleman, financial advisor Uvalde TX
James B. Coleman
CRD# 3188238
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Aaron Pulsford, financial advisor Uvalde TX
Aaron M. Pulsford
CRD# 4997183
Edward Jones
Similar Advisors
Dean Sterling, financial advisor Uvalde TX
Dean P. Sterling
CRD# 3060545
State Farm Investment Management Corp.
Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Uvalde, TX Aug 2018 - Current 5
Joel Griffin Insurance Agency Uvalde, TX Jan 2013 - Current 11
State Farm Management Corp. Uvalde, TX Jan 2013 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
S65 NASAA Investment Advisors Law Examination Jun 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joel E. Griffin
Phone Number: 800-447-0740
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.