Joel SaintCRD Number: 6178586
Current Firm: Vanguard Advisers, Inc.
Joel Saint (CRD# 6178586) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 8 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|The Vanguard Group, Inc.||Malvern, PA||Apr 2013 - Current||8|
|Mack Employment Agency||Sinking Spring, PA||Oct 2012 - May 2013||< 1|
|Northeast Educational Associates||Catasauqua, PA||Apr 2012 - Mar 2013||< 1|
|Unemployed||Denver, PA||Apr 2011 - Mar 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2013|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- 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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