Charles GrayCRD Number: 1051975
Current Firm: Joyn Advisors, Inc.
Charles Gray (CRD# 1051975) is an Investment Advisor Representative working at Joyn Advisors, Inc. in Atlanta, GA and has over 35 years of experience in the finance industry. Charles Gray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Npv Advisory Services, LLC
Terra Firma Financial LLC
Independent Financial Partners
|Joyn Advisors, Inc.||Atlanta, GA||Nov 2016 - Current||1|
|Joyn Atlanta, Inc.||Atlanta, GA||Nov 2016 - Current||1|
|Minnesota Life||St. Paul, MN||Feb 1991 - Current||27|
|Securian Financial Services, Inc.||St. Paul, MN||Feb 1991 - Current||27|
|Gv Atlanta, Inc.||Atlanta, GA||Feb 1991 - Nov 2016||25|
|Gv Financial Advisors, Inc.||Atlanta, GA||Feb 1991 - Nov 2016||25|
|Gv Capital Management, Inc.||Atlanta, GA||Feb 1991 - Dec 2011||20|
|Kirschner & Lewyn, LLC||Atlanta, GA||Apr 2007 - Dec 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1982|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management1,443MILLIONS
Total Number of Accounts3,100ACCOUNTS
Average Account Value$465,367
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, IL, LA, MA, NC, NY, PA, SC, TX, UT
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