Joel Bennett has been an investment adviser representative at Expand Financial Group since July 2021, and is not listed among the firm’s executive officers or direct owners.
Expand Financial Group, LLC is a firm with $113M under management, 320 clients and 6 advisers across 6 offices, as of its May 2026 filing.
- Expand Financial Group, LLCCurrent– present · 5 yearsCorsicana, TX · Adviser representative · Firm CRD 293160
Investment adviser representative registrations
Joel Bennett is registered as an investment adviser representative in Texas, since July 2021.
- TexasSince 8 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 July 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joel David Bennett
- CRD
- 7400354
- Firm
- Expand Financial Group · CRD 293160
- Office
- Corsicana, TX
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Joel Bennett work?
Joel Bennett is an investment adviser representative registered through Expand Financial Group, LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Joel Bennett a financial advisor?
Yes. Joel Bennett has a current investment-adviser registration in Texas, through Expand Financial Group since July 2021.
How many years of experience does Joel Bennett have?
Joel Bennett has 5 years in the financial industry, since July 2021, across 1 adviser firm.
What exams has Joel Bennett passed?
Joel Bennett passed the Series 65 in July 2021.
Where is Joel Bennett based?
Joel Bennett’s registered office is in Corsicana, TX.
Is Joel Bennett registered with FINRA?
No. Joel Bennett has no current broker registration.
How can I verify Joel Bennett’s record?
Search CRD 7400354 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Bennett’s full registration record.