Joseph Vartanian, financial advisor Greensboro NC
93 score

Joseph Vartanian

CRD Number: 4521270
Current Firm: Kestra Advisory Services, LLC

Joseph Vartanian (CRD# 4521270) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Greensboro, NC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Gate City Advisors Greensboro, NC Apr 2012 - Current 4
Nfp Advisors Greensboro, NC Feb 2015 - Apr 2016 1
Invest Financial Corp Greensboro, NC Feb 2007 - Feb 2015 8
Bank Of Oak Ridge Greensboro, NC Feb 2007 - Apr 2012 5
Financial Network Investment Corporation El Segundo, CA Oct 2005 - Feb 2007 1
Blue Vase Securities LLC Washington, PA Mar 2005 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Sep 2003
Contact Info for Joseph R. Vartanian
Phone Number: 512-697-6000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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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