Joseph Virion, financial advisor Austin TX
93 score

Joseph Virion

CRD Number: 5335831
Current Firm: Dimensional Fund Advisors LP

Joseph Virion (CRD# 5335831) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Dimensional Fund Advisors Austin, TX Jul 2013 - Current 3
The Vanguard Group, Inc. Malvern, PA Sep 2008 - Jul 2013 4
Ameriprise Financial Services Inc. Wilmington, DE May 2007 - Sep 2008 1
University Of Delaware Newark, DE Sep 2006 - May 2007 < 1
Fair Blue Swim Club Wilmington, DE Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Joseph A. Virion
Phone Number: 512-306-7400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    424,505
    MILLIONS
  • Total Number of Accounts
    442
    ACCOUNTS
  • Average Account Value
    $960,418,268
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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