Joel
Suarez
Mariner Independent
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About this Advisor
Joel Suarez is a financial advisor based in Lubbock, Texas, working with Mariner Independent. Joel has previously held positions at Ing Financial Advisers LLC, Ing Financial Partners, Inc, Voya Financial Partners, Voya Financial Advisors, Monarch Private Wealth, and Mariner Platform Solutions. Joel has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Joel is part of Mariner Independent, which operates out of Lubbock, Texas. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. 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
$4,345,628,317
102
8,802
$493,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Joel Suarez Work History
Monarch Private Wealth
Mariner Platform Solutions
Voya Financial Partners
Voya Financial Advisors
Ing Financial Partners, Inc
Ing Financial Advisers LLC
Disclosures
Please visit the SEC profile of Joel Suarez 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
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Palos Verdes Peninsula, CA
Brookline, MA
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