Joel Cameron Magruder

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2005 → 02/2018
  Invest Financial Corp
  Tampa, FL
• 02/2018 → Present
  Lpl Financial Llc
  West Des Moines, IA

Previous Registrations

• 2005-11-10 → 2018-02-16
  Invest Financial Corporation
  West Des Moines, IA
  State Center, IA
  Story City, IA
  Des Moines, IA
  Appleton, WI
• 2003-02-03 → 2005-11-29
  1717 Capital Management Company
  West Des Moines, IA
• 1999-02-04 → 2002-06-24
  Pruco Securities, Llc.
  West Des Moines, IA

Other Businesses

1. 02/14/2018 - Financial Partners Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 10/01/02. 2. 02/14/2018 - Crump, Elite Advisors, Stonehill, BCH. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 4/15/10 - 5 During Securities Trading. 3. 02/14/2018 - Team Financial, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - President - Start Date 10/01/02 - 5 Hours Per Month/2 During Securities Trading. 4. 05/09/2023 - No Business Name - Investment Related - Lampe, MO - Real Estate Rental - Start Date 06/01/2023 - 4 Hours Per Month/1 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-28
• S63 Uniform Securities Agent State Law Examination
  1989-01-04

Other Names

• Joel C Magruder