Gate City Advisors

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Gate City Advisors We're here to help you get TO and THROUGH retirement! Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.

Joseph Vartanian, Sherwood Greer, & Ken Anderson are Registered Representatives and Mercedes Fresquez, Diane Lindsey, Jo Smith, Lara Howard, and Matt Russell are Associated Persons of Kestra Investment Services, LLC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates offer tax or legal advice. 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. For additional information, please contact our Compliance department at 844-5-KESTRA. https://bit.ly/KF-Disclosures

If you thought that payouts from life insurance are tax-free in all cases, think again.
10/23/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
10/21/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Many have heard they should avoid probate; do you understand what probate is and how it works?
10/19/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Whether you realize it or not, you’ve allocated your assets.
10/16/2026

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequences to their future financial security.

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
10/14/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

How literate are you when it comes to your finances? Brush up with these five basics.
10/12/2026

How literate are you when it comes to your finances? Brush up with these five basics.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
10/09/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
10/07/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Valuation is important for business succession, estate taxes and even qualifying for a loan.
10/05/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
10/02/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Address

328 East Market Street, #110
Greensboro, NC
27401

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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