Joseph
Vahlberg

Fsc Securities Corporation

CRD#5782654
Investment Advisor
in Atlanta, GA

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About this Advisor

Joseph Vahlberg is a financial advisor based out of Atlanta, Georgia who has 12 years of industry experience. Vahlberg is currently employed by Fsc Securities Corporation. Throughout their career, they have worked at Fsc Securities Corporation and Fpc, Inc. Vahlberg holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Oklahoma. Fsc Securities Corporation is a registered investment firm based in Atlanta, GA. The company has offices in 334 locations and a total of 2,174 financial advisors. It handles $12 billion in assets across its 52,792 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 94 charitable organizations. Of its 52,792 accounts, just 14% are held by high-net-worth investors who have more than $1 million in assets. Fsc Securities Corporation performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on the type of services offered. However, fees charged by Fsc Securities Corporation may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2300 Windy Ridge Pkwy Suite 750N
Atlanta, GA 30339

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$11,745,651,239

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

2,174

GA Average: 58
Total Number of Accounts

52,792

GA Average: 1,608
Average Account Size

$222,489

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Joseph Vahlberg Work History

Joseph has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Fsc Securities Corporation

2011 - Present (13 years)

Fpc, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Vahlberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fsc Securities Corporation

William Howard
Marietta, GA
Deepa Gibbons
Atlanta, GA
Daniel Stith
Oklahoma City, OK
Cynthia Pelosi
Atlanta, GA
Terry Thompson
Traverse City, MI
Judith Plain
Pittsford, NY
Nicholas Klanke
Bloomfield Hills, MI
Danielle Holmes
Grove City, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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