DISCLOSURE STATEMENT

 

Joiner Financial Information

 

Joiner Financial, LLC is a Registered Investment Adviser (RIA).  The home office of Joiner Financial, LLC is located in El Dorado Hills, CA.   Joiner Financial, LLC only conducts business in the states they are currently registered in, or exempted from registration.   Advisory services are operated by Joiner Financial and information about those services are available on Joiner Financials form ADV, Part 2.  Please contact Joiner Financial, LLC directly to obtain a current copy of form ADV, Part 2. 

 

Custodial Firms

 

If you are unable to contact Joiner Financial and need to contact the custodian where your brokerage accounts are held, please use the information provided below.

 

Charles Schwab

1945 Northwestern Drive

El Paso, TX 79912

(877) 519-1403

https://www.schwab.com

 

Disclaimers

 

Information throughout this site is presented for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities.  Past Performance is not indicative of future results.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and or tax professional before implementing any strategy discussed on this website.