Joseph Giles (CRD# 6442750) is an Investment Advisor Representative working at Primerica Advisors in Newport News, VA and has over 9 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Newport News, VA | Mar 2015 - Current | 9 |
| Onelife Fitness | Hampton, VA | Nov 2014 - Current | 9 |
| Primerica Financial Services | Newport News, VA | Jun 2014 - Current | 9 |
| Hampton City Schools | Hampton, VA | Jan 2022 - Mar 2024 | 2 |
| Pepsi Bottling Group | Newport News, VA | Jun 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2015 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- VA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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