Charles
Gray

Joyn Advisors, Inc

CRD#1051975
Investment Advisor
in Atlanta, GA
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About this Advisor

Charles Gray is a certified financial planner based in Atlanta, Georgia. Currently an advisor with Joyn Advisors, Inc, Gray has a notable 27 years of practice as an investment advisor. Gray maintains a Series 63 license, which qualifies them as a securities agent. Gray is registered to serve customers based out of Georgia and Texas. Over the course of their career, Gray has held roles at Securian Financial Services, Inc, Gv Capital Management, Inc, Minnesota Life, Gv Atlanta, Inc, Gv Financial Advisors, Inc, Kirschner & Lewyn, LLC, Joyn Advisors, Inc and Joyn Atlanta, Inc. Joyn Advisors, Inc is based out of Atlanta, Georgia. In total, Joyn Advisors, Inc manages $1 billion in assets throughout 3,100 accounts and retains more than 43 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 3,094 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Joyn Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Fixed Fees

Disclosures

Yes

Office Location

1100 Abernathy Rd Bld. 500, Ste. 500
Atlanta, GA 30328

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Joyn Advisors, Inc Brokerage Details

Total Assets Under Management

$1,442,637,127

GA Average: $3,570,121,308
Total Number of Employees

43

GA Average: 58
Total Number of Accounts

3,100

GA Average: 1,608
Average Account Size

$465,367

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Charles Gray Work History

Charles has 27 years of experience.

2016 - Present (3 years)

Joyn Advisors, Inc

2016 - Present (3 years)

Joyn Atlanta, Inc

2007 - 2008 (1 years)

Kirschner & Lewyn, LLC

1991 - Present (28 years)

Securian Financial Services, Inc

1991 - 2011 (20 years)

Gv Capital Management, Inc

1991 - Present (28 years)

Minnesota Life

1991 - 2016 (25 years)

Gv Atlanta, Inc

1991 - 2016 (25 years)

Gv Financial Advisors, Inc

Disclosures

Charles Gray has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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