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

• 02/2017 → 09/2019
  Sammons Retirement Solutions
  West Des Moines, IA
• 02/2017 → 09/2019
  Sammons Financial Network
  West Des Moines, IA
• 04/2015 → 02/2017
  Midland National Life
  West Des Moines, IA
• 10/2019 → Present
  Lpl Financial, Llc
  West Des Moines, IA

Other Businesses

1. 8/25/2020 - Financial Partners Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 9/25/2019 - 5 Hours Per Month/1 Hours During Securities Trading. 2. 2/8/2021 - Financial Partners Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 02/08/2021 - 5 Hours Per Month/3 Hours During Securities Trading. 3. 6/10/2021 - Financial Partners Group, Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 6/1/2021 - 5 Hours Per Month/5 Hours During Securities Trading 4. 06/12/2023 - JMMJ - Not Investment Related - Clive, IA - Other - Music Group / Band - Music Artist - Start Date 01/01/2021 - 10 Hours Per Month/ 0 Hours During Securities Trading 5) 05/27/2025 - Not Investment Related - MAGRUDER II JOEL - Other - Religious/Faith Speaker - Adel, IA - Start Date: 04/05/2025 - 1 Hrs/Mth - 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-25
• S63 Uniform Securities Agent State Law Examination
  2017-06-15

Other Names

• Joel Cameron Magruder
• Joel Magruder