Joyn Advisors, Inc
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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
Years of Experience
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Joyn Advisors, Inc Brokerage Details
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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.
Joyn Advisors, Inc
Joyn Atlanta, Inc
Kirschner & Lewyn, LLC
Securian Financial Services, Inc
Gv Capital Management, Inc
Gv Atlanta, Inc
Gv Financial Advisors, Inc
Charles Gray has disclosures.
Please visit their SEC profile for more details.