Joel I. Gold
Professional summary
Joel Ira Gold, CFP® is a registered financial advisor currently at THE GOLD COMPANY located in Portland, Maine.
Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Joel has worked at 4 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joel Ira Gold's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
April 28, 2005 - Present
THE GOLD COMPANY
Office #1: 145 Newbury Street, Portland, ME 04101July 17, 1996 - February 19, 2004
FSC SECURITIES CORPORATION
October 4, 1993 - July 18, 1996
GUARDIAN INVESTOR SERVICES LLC
January 29, 1992 - January 7, 1993
BANGOR SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/25/2013)
(4/28/2005)
Exams
Current Firm
THE GOLD COMPANY
CRD#: 123127 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 17,150,000 |
Red Flags
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Company Information
THE GOLD COMPANY
CRD#: 123127Portland, ME 04101TRUST BUT VERIFY
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