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Joseph Saunders Wiggins

Wealthspire Advisors

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About Joseph Saunders Wiggins

Joseph Saunders Wiggins is a financial advisor with Wealthspire Advisors, providing comprehensive wealth management and qualified plan consulting services. Joseph is also a shareholder and President of Actuarial Consulting Group, Inc. and ACG Advisory Services, Inc. He has been working in the financial services industry since 1993. Joseph holds the Series 6, Series 63, and Series 65 licenses. He is a Certified Financial Planner. Joseph is registered in Texas and Virginia.

Firm Information

Joseph Wiggins is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Wiggins’s Registration & Firm History

VA

12/12/2024 - Present

Wealthspire Advisors (Midlothian VA)

VA

12/11/1997 - 10/12/2012

INVESTORS SECURITY COMPANY, INC. (RICHMOND VA)

NY

02/07/1996 - 01/02/1998

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

MA

06/21/1993 - 07/18/1995

MANEQUITY, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 10/19/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Saunders Wiggins.
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