Joseph
Clevenger

Mariner Independent Advisor Network, LLC

CRD#1258965
Investment Advisor
in Sacramento, CA

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About this Advisor

Joseph Clevenger is a financial advisor working out of Sacramento, California who has 7 years of relevant experience. Clevenger is on the advisory team at Mariner Independent Advisor Network, LLC. Their career trajectory has included roles at Lpl Financial LLC (Formerly: Linsco Private Ledger) and Strategic Wealth Advisors Group, Inc. Clevenger has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California. Mariner Independent Advisor Network, LLC is a business operating out of Leawood, KS. It has offices in 94 locations and a total of 237 financial advisors. It oversees $6 billion in total assets across its 24,608 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 73 charitable organizations. Of its 24,608 customer accounts, just 5% are held by high-net-worth investors who have greater than $1 million in assets. Mariner Independent Advisor Network, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the type of financial services. However, fee types billed by Mariner Independent Advisor Network, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

555 University Avenue Suite 240
Sacramento, CA 95825

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Mariner Independent Advisor Network, LLC Brokerage Details

Total Assets Under Management

$6,257,201,836

CA Average: $2,243,162,756
Total Number of Employees

237

CA Average: 44
Total Number of Accounts

24,608

CA Average: 4,091
Average Account Size

$254,275

CA Average: $548,316

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

Joseph Clevenger Work History

Joseph has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Strategic Wealth Advisors Group, Inc

2002 - Present (22 years)

Lpl Financial LLC (Formerly: Linsco Private Ledger)

*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 Joseph Clevenger 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

Jesse Ettlin
Grass Valley, CA
Sandra Swanson
San Jose, CA
Alexander Izmailov
Danville, CA
Stuart Arakelian
San Ramon, CA
Joseph Gass
Windsor, CA
Andrew Fiske
Sacramento, CA
Joel Gourdin
Sacramento, CA
Jessica Meunier
Redwood City, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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