Joseph R Vartanian

Personal CFO/Financial Advisor/Chief Problem Solver/Income Strategist/Entrepreneur

Role: Investment Committee Member at Gate City Advisors
Location: Greensboro, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Joseph R Vartanian

Specialties: Personal & Family Wealth Advisor, Exit/Succession Planning Specialist…

Experience

Investment Committee Member
Gate City Advisors
Jan 2014 — Present · Greensboro/Winston-Salem, NC, US

Education

University of North Carolina at Greensboro
Bachelor's degree, Finance, General
1994 — 1998

Skills

Insurance
Team Building
Leadership Development
Financial Services
Pensions
Investment Advisory
Employee Benefits
Employee Relations
Strategic Planning
Financial Advisory
Retirement Planning

Contact information

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Work email
•••••@gatecityadvisors.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Gate City Advisors

Financial Services · 6 employees · Founded 2011 · Greensboro, North Carolina, United States

In 1841, led by then Governor John Motley Morehead, Greensboro began to make an impact on the lives of NC citizens. He believed that Greensboro should be a relevant part of transportation throughout the state. He convinced the major railroads of the time to “bend” their tracks through one major depot, and the Gate City was born. If you wanted to go anywhere, you would go through the Gate City (Greensboro). Likewise Gate City Advisors, LLC was born out of our advisors’ desire to be a relevant part of their client’s financial journey. Whether you need financial planning, investment consulting, risk management, or a retirement plan for your company, Gate City Advisors can get you where you need to go. Our advisors will ensure you are on the right track for your financial future. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra As), an affliliate of Kestra IS. Gate City Advisors, LLC is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra As) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra AS Compliance department at 844-5-KESTRA. Kestra AS does not provide tax or legal advice. https://bit.ly/KF-Disclosures 85••••••96

gatecityadvisors.com

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About Joseph R Vartanian

Experience

Investment Committee Member

Education

University of North Carolina at Greensboro

Skills

Find verified contacts for anyone on LinkedIn