Cory
Johnson

Vanguard Advisers, Inc

CRD#6268655
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Cory Johnson is a financial advisor who works out of Scottsdale, Arizona, who has 6 years of relevant experience. Johnson is an employee of Vanguard Advisers, Inc. During their career, Johnson has held roles at The Vanguard Group, Inc, Nexus 21 Tv Lift Systems and That Legendary Life LLC. Johnson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona and Texas. Vanguard Advisers, Inc is a registered investment company based out of Malvern, PA. The firm has offices in 2,124 locations and a total of 2,124 people on staff. It manages $299 billion in total assets between its 634,470 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 958 charitable organizations. Of its 634,470 accounts, just 6% are held by high-net-worth individuals who have more than $1 million in investable assets. Vanguard Advisers, Inc provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually are based on which service is offered. Fee types billed by Vanguard Advisers, Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14321 N Northsight Blvd
Scottsdale, AZ 85260

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Vanguard Advisers, Inc Brokerage Details

Total Assets Under Management

$299,191,714,649

AZ Average: $15,833,994,310
Total Number of Employees

2,124

AZ Average: 41
Total Number of Accounts

634,470

AZ Average: 3,342
Average Account Size

$471,562

AZ Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Cory Johnson Work History

Cory has been registered as a financial advisor for 6 years.*

2022 - Present (2 years)

That Legendary Life LLC

2013 - Present (11 years)

The Vanguard Group, Inc

2009 - 2013 (4 years)

Nexus 21 Tv Lift Systems

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cory Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vanguard Advisers, Inc

Rachel Smoot
Malvern, PA
Jonathan Kahrs
Malvern, PA
Zachary Potter
Scottsdale, AZ
Anna Grimes
Malvern, PA
Julia Steele
Malvern, PA
William Mcbride
Malvern, PA
Daniel Grady
Scottsdale, AZ
Michael Raleigh
Malvern, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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