Clients partner with Joel when it comes to having an LPL financial advisor because Joel is committed, determined, knowledgeable, passionate and has the time, the temperament and the talent. Joel got involved in the financial industry since the year 2001 because Joel has always had a passion to help people when it comes to pursuing financial, investment, insurance and retirement goals. Joel love’s helping people whether they are starting to build wealth or have built wealth and want to maintain and protect it to last a legacy. Joel is very much involved in the local community and working with clients across the country such as families, businesses, executives, doctors and professional athletes in helping them grow, maintain, protect their wealth and not outlive their money.
As an Investment Executive and Wealth Advisor, securities licensed since 2010 and being in the financial industry since the year 2001, Joel Marius provides services to his clients with a different approach than his competitors. Joel works with his clients in the areas of financial planning, asset and liability protection, investments planning, insurance planning, business planning, tax planning and estate planning.
Licenses held include:
Christopher began his career in 1998 working in the insurance industry. He wanted to expand the services that he provided clients and in 2000 became a licensed financial advisor. He is a Certified Financial Planner professional and carries the Chartered Retirement Planning Counselor designation.
The focus of his career has been to meet clients where they are financially and help to get them on a path to where they want to be.
Chris works with individuals, families and business in the areas of general financial planning, risk management, business planning, investments, estate planning and many other financial concerns.
Licenses held include:
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: TX, FL, LA, OK, AR.