Joseph Vartanian (CRD# 4521270) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Greensboro, NC and has over 21 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 7033844
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kestra Advisory Services, LLC | Greensboro, NC | Apr 2016 - Current | 8 |
Kestra Investment Services, LLC | Greensboro, NC | Feb 2015 - Current | 9 |
Gate City Advisors | Greensboro, NC | Apr 2012 - Current | 12 |
Nfp Advisors | Greensboro, NC | Feb 2015 - Apr 2016 | 1 |
Invest Financial Corp | Greensboro, NC | Feb 2007 - Feb 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2002 |
S65 | NASAA Investment Advisors Law Examination | Sep 2003 |
- NC
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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