Joel Hooley Gingrich, financial advisor Charlotte NC
89 score

Joel Hooley Gingrich

CRD Number: 6294258
Current Firm: Vanguard Advisers Inc.

Joel Hooley Gingrich (CRD# 6294258) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Charlotte, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
The Vanguard Group, Inc. Charlotte, NC Jun 2016 - Current < 1
Pnc Investments Charlotte, NC Sep 2014 - May 2016 1
Sii Charlotte, NC Jan 2014 - Aug 2014 < 1
Unemployed Waynesville, NC Jun 2013 - Jan 2014 < 1
Sb Global Consultants LLC Blowing Rock, NC Jan 2013 - May 2013 < 1
Appalachian State University Boone, NC Jan 2012 - May 2013 1
Appalachian State University Boone, NC Aug 2007 - May 2013 5
Carolina Day School Asheville, NC Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Joel V. Hooley Gingrich
Phone Number: 610-669-1000
Firm Website: http://www.vanguard.com
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    79,883
    MILLIONS
  • Total Number of Accounts
    546,930
    ACCOUNTS
  • Average Account Value
    $146,058
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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