How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

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ADVISOR PROFILE

Services Offered
Financial planning
Retirement planning
My Ideal Client
Retail
High Net Worth

(1) NAME OF ENTITY: FUTURE INC; ADDRESS: 3050 WOOD VALLEY DR MCDONOGH, GA 30253; INVESTMENT RELATED: YES, Social/investment club. Investments are used to fund social events. $2 million is in the account at Morgan Stanley. Primary aspect of the club is social, but there's an investment aspect to it; BUSINESS DESCRIPTION: SOCIAL CLUB; CAPACITY: DIRECTOR & PRESIDENT; START DATE: 01/2000; DUTIES: SOCIAL EVENT PLANNING, USUALLY 2 PARTIES PER YEAR; HOURS DEVOTED PER MONTH: LESS THAN 1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0; (2) NAME OF ENTITY: JOEL AND GRANT 2285 PEACHTREE LLC; ADDRESS: 633 ANTONE ST NW ATLANTA, GA 30318; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: REAL ESTATE INVESTMENT; CAPACITY: OWNER-PASSIVE; START DATE: 11/2019; DUTIES: NONE PASSIVE INVESTOR; HOURS DEVOTED PER MONTH: 0; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0;

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Benjamin Frank Joel

Experience: 36 years / 4 firms

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