Joel
Gourdin
Mariner Independent
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About this Advisor
Joel Gourdin is a financial advisor based in Sacramento, California, working with Mariner Independent. Joel has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Principal Funds Distributor, Inc, Lpl Financial LLC, and Mariner Independent Advisor Network, LLC. Joel has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Joel is part of Mariner Independent, which operates out of Sacramento, California. The firm has 94 offices and 184 employees. The firm manages assets totaling $8.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$8,146,610,014
184
27,977
$291,190
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Joel Gourdin Work History
Lpl Financial LLC
Mariner Independent Advisor Network, LLC
Principal Funds Distributor, Inc
Morgan Stanley Private Bank, National Association
Principal Funds Distributor, Inc
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Joel Gourdin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Independent
Reno, NV
Walnut Creek, CA
Sacramento, CA
Blue Springs, MO
Walnut Creek, CA
Corona, CA
Sacramento, CA
San Jose, CA
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