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Joseph Gregory

AMERICAN VALUES INVESTMENTS, INC.·BRISTOL, Virginia
Clean recordAMERICAN VALUES INVESTMENTS, INC.
110 PIEDMONT AVE SUITE 201, BRISTOL, VA 24201CRD# 4777437Firm CRD# 117116

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Gregory · BRISTOL, VA
Registration
CRD #4777437 · AMERICAN VALUES INVESTMENTS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Gregory is a registered financial advisor based in BRISTOL, Virginia, affiliated with AMERICAN VALUES INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
AMERICAN VALUES INVESTMENTS, INC.
AMERICAN VALUES INVESTMENTS, INC.
AUM
$24M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at AMERICAN VALUES INVESTMENTS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4777437
Firm CRD# 117116
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Gregory offer?
Joseph Gregory specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BRISTOL, Virginia for a consultation.
What are Joseph Gregory's credentials?
Joseph Gregory is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Gregory located?
Joseph Gregory is based in BRISTOL, Virginia, working with AMERICAN VALUES INVESTMENTS, INC.. Their office serves clients in the BRISTOL metropolitan area and surrounding communities.
How does Joseph Gregory charge for services?
Joseph Gregory's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN VALUES INVESTMENTS, INC.?
AMERICAN VALUES INVESTMENTS, INC. has approximately 1 employees and manages $24M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMERICAN VALUES INVESTMENTS, INC.

Diana Hodge
BRISTOL, VA
Ruth Florence Berry
BRISTOL, VA
Carter Buck Lecraw
BRISTOL, VA
George King Parks
BRISTOL, VA
John Maness Gregory
BRISTOL, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
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Research
Advisor Fees in VirginiaNational Fee Analysis
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