Oppenheimer & Co. Inc
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About this Advisor
Joan Gilchrist is a financial advisor operating in Bonita Springs, Florida, with 15 years of work experience. Gilchrist works at Oppenheimer & Co. Inc. Throughout their career, they have worked at Oppenheimer Asset Management Inc and Fahnestock & Co. Inc. Gilchrist holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Florida, Texas and Illinois. Oppenheimer & Co. Inc is a registered investment business headquartered in Bonita Springs, Florida. The firm has offices in 77 locations and a total of 2,740 advisors. It manages $11 billion in assets between its 21,879 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 92 charities and foundations. Of its 21,879 customer accounts, just 2% are held by high-net-worth investors who have more than $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually are based on the services. Fee types billed by Oppenheimer & Co. Inc likely consist of some combination of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Oppenheimer & Co. Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Joan Gilchrist Work History
Joan has 15 years of experience.
Oppenheimer Asset Management Inc
Fahnestock & Co. Inc
Joan Gilchrist has no disclosures.
Please visit their SEC profile for more details.