Joel
Gourdin
Mariner Independent Advisor Network, LLC
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About this Advisor
Joel Gourdin is a financial advisor operating in Sacramento, California, with a total of 1 year of industry experience. Gourdin is an advisor for Mariner Independent Advisor Network, LLC. Throughout their career, Gourdin has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Principal Funds Distributor, Inc, Lpl Financial LLC and Strategic Wealth Advisors Group, LLC. Gourdin holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Mariner Independent Advisor Network, LLC is a registered investment business operating out of Leawood, KS. The investment advisory business has offices in 94 locations and a total of 237 people on staff. It handles $6 billion in total assets among its 24,608 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 73 charitable organizations. Of its 24,608 accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets available to invest. Mariner Independent Advisor Network, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fees billed by Mariner Independent Advisor Network, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Independent Advisor Network, LLC Brokerage Details
$6,257,201,836
237
24,608
$254,275
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
Joel has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Strategic Wealth Advisors Group, LLC
Principal Funds Distributor, Inc
Morgan Stanley Private Bank, National Association
Principal Funds Distributor, Inc
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 Advisor Network, LLC
Danville, CA
San Jose, CA
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Seal Beach, CA
Camarillo, CA
Santa Rosa, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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