Joseph R Vartanian- Experienced Advisor
AeroLeads people directory · profile

Joseph R Vartanian- Experienced Advisor Email & Phone Number

Managing Partner at Gate City Advisors, LLC
Location: Greensboro, North Carolina, United States 5 work roles 1 school
1 work email found @gatecityadvisors.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@gatecityadvisors.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Gate City Advisors, LLC
Role
Managing Partner
Location
Greensboro, North Carolina, United States
Company size
7 employees

Who is Joseph R Vartanian- Experienced Advisor? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Joseph R Vartanian- Experienced Advisor is listed as Managing Partner at Gate City Advisors, LLC, a with 7 employees, based in Greensboro, North Carolina, United States. AeroLeads shows a work email signal at gatecityadvisors.com and a matched LinkedIn profile for Joseph R Vartanian- Experienced Advisor.

Joseph R Vartanian- Experienced Advisor previously worked as Investment Committee Member at Gate City Advisors and Financial Advisor at Oak Ridge Wealth Management. Joseph R Vartanian- Experienced Advisor holds Bachelor'S Degree, Finance, General from University Of North Carolina At Greensboro.

Company email context

Email format at Gate City Advisors, LLC

This section adds company-level context without repeating Joseph R Vartanian- Experienced Advisor's masked contact details.

*@gatecityadvisors.com
71% confidence

AeroLeads found 1 current-domain work email signal for Joseph R Vartanian- Experienced Advisor. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Joseph R Vartanian- Experienced Advisor

Specialties: Personal Finance Specialist, Tax-efficient Investment advising, Income Strategist, Charitable PlanningHaving entered the financial services industry in 1996, I have built a clientele that consists of individuals as well as small business owners. My practice is geared towards fee-based asset-allocation models for my individual clients and employer sponsored retirement plans for my business clients. Knowledge and Full Disclosure play key roles in helping my clients work toward their financial goals. Call Me: Cell # 336-908-3399 or Email me: joe@gatecityadvisors.comA longtime resident of Greensboro, NC I stay active in my community. I regularly teach workshops and seminars with local professionals on comprehensive financial planning how to effectively run a company retirement plan. I serve on two homeowners associations in addition to contributing my time to the Greater Greensboro Merchants Association. I also belong to the Greensboro Chamber of Commerce and the Summit Chapter of the Greensboro Rotary.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 profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, 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. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures

Listed skills include Retirement Planning, Financial Advisory, Pensions, Employee Benefits, and 7 others.

Current workplace

Joseph R Vartanian- Experienced Advisor's current company

Company context helps verify the profile and gives searchers a useful next step.

Gate City Advisors, LLC
Gate City Advisors, Llc
Managing Partner
Greensboro, NC, US
Website
gatecityadvisors.com
Employees
7
AeroLeads page
Company profile
View company profile Email format
5 roles

Joseph R Vartanian- Experienced Advisor work experience

A career timeline built from the work history available for this profile.

Investment Committee Member

Current
Gate City Advisors

Greensboro/Winston-Salem, North Carolina Area

Jan 2014 - Present

Managing Partner

Current
Gate City Advisors, Llc

Greensboro/Winston-Salem, North Carolina Area

Jun 2012 - Present

Financial Advisor

Oak Ridge Wealth Management

Greensboro/Winston-Salem, North Carolina Area

My practice focuses in the retirement plan arena. I provide companies with an alternative to the hands-off approach most providers take with their clients. We not only provide state-of-the art platforms that are full disclosure, we also do not expect participants to "point-n-click" their way to a solid financial future. We work one-on-one with participants to provide them with knowledge not just information.

Feb 2005 - Jun 2012

Financial Planner

Central Carolina Bank & Trust

I worked with both individuals and businesses in an effort to advise them on making sound financial decisions.

Jan 1998 - Feb 2005
Team & coworkers

Colleagues at Gate City Advisors, LLC

Other employees you can reach at gatecityadvisors.com. View company contacts for 7 employees →

SG Sherwood Greer, Cfp® , Ricp® - Experienced Advisor Sherwood Greer, Cfp® , Ricp® - Experienced Advisor Colleague at Gate City Advisors, LlcGreensboro--Winston-Salem--High Point Area, United States View → MC Mercedes Clifton Mercedes Clifton Colleague at Gate City Advisors, LlcGreensboro, North Carolina, United States View → LH Lara Howard Lara Howard Colleague at Gate City Advisors, LlcGreensboro--Winston-Salem--High Point Area, United States View → JB Jo Bryant Smith, Cfp® Jo Bryant Smith, Cfp® Colleague at Gate City Advisors, LlcGreensboro--Winston-Salem--High Point Area, United States View →
1 education record

Joseph R Vartanian- Experienced Advisor education

FAQ

Frequently asked questions about Joseph R Vartanian- Experienced Advisor

Quick answers generated from the profile data available on this page.

What company does Joseph R Vartanian- Experienced Advisor work for?

Joseph R Vartanian- Experienced Advisor works for Gate City Advisors, LLC.

What is Joseph R Vartanian- Experienced Advisor's role at Gate City Advisors, LLC?

Joseph R Vartanian- Experienced Advisor is listed as Managing Partner at Gate City Advisors, LLC.

What is Joseph R Vartanian- Experienced Advisor's email address?

AeroLeads has found 1 work email signal at @gatecityadvisors.com for Joseph R Vartanian- Experienced Advisor at Gate City Advisors, LLC.

Where is Joseph R Vartanian- Experienced Advisor based?

Joseph R Vartanian- Experienced Advisor is based in Greensboro, North Carolina, United States while working with Gate City Advisors, LLC.

What companies has Joseph R Vartanian- Experienced Advisor worked for?

Joseph R Vartanian- Experienced Advisor has worked for Gate City Advisors, Llc, Gate City Advisors, Oak Ridge Wealth Management, and Central Carolina Bank & Trust.

Who are Joseph R Vartanian- Experienced Advisor's colleagues at Gate City Advisors, LLC?

Joseph R Vartanian- Experienced Advisor's colleagues at Gate City Advisors, LLC include Sherwood Greer, Cfp® , Ricp® - Experienced Advisor, Mercedes Clifton, Lara Howard, and Jo Bryant Smith, Cfp®.

How can I contact Joseph R Vartanian- Experienced Advisor?

You can use AeroLeads to view verified contact signals for Joseph R Vartanian- Experienced Advisor at Gate City Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Joseph R Vartanian- Experienced Advisor attend?

Joseph R Vartanian- Experienced Advisor holds Bachelor'S Degree, Finance, General from University Of North Carolina At Greensboro.

What skills is Joseph R Vartanian- Experienced Advisor known for?

Joseph R Vartanian- Experienced Advisor is listed with skills including Retirement Planning, Financial Advisory, Pensions, Employee Benefits, Employee Relations, Leadership Development, Strategic Planning, and Team Building.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.