Merrill
47yrs
Top advisor by experience in Oak Brook
9yrs
Joseph Vance is a fiduciary financial advisor in Oak Brook, Illinois, with 9 years in the industry. Joseph joined Equitable Advisors in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Equitable Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 540 advisors with offices in Oak Brook, and one of 523 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1515 W. 22nd Street Suite 400, Oak Brook, IL 60523
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowEquitable Advisors, LLCCurrent firm
Contact Joseph
Local office(630) 954-3355Ask for Joseph. (212) 314-4600Main office · New York, NY 1515 W. 22nd Street Suite 400Oak Brook, IL 60523Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joseph
How do I contact Joseph?
Call Joseph’s local office at (630) 954-3355 or the Equitable Advisors main office at (212) 314-4600, and ask for Joseph Vance.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Joseph hold?
Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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