James
Duchene

Vanguard Advisers, Inc

CRD#4655062
Investment Advisor
in Glendale, AZ

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About this Advisor

James Duchene is a financial advisor based in Glendale, Arizona, working with Vanguard Advisers, Inc. James has previously held positions at Lincoln Financial Advisors and The Vanguard Group, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Texas. Currently, James is part of Vanguard Advisers, Inc, which operates out of Glendale, Arizona. The firm has 2,107 offices and 2,107 employees. The firm manages assets totaling $333.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Vanguard Advisers, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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
Glendale, AZ 85306

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Vanguard Advisers, Inc Brokerage Details

Total Assets Under Management

$333,066,527,268

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

2,107

AZ Average: 41
Total Number of Accounts

804,462

AZ Average: 3,342
Average Account Size

$414,024

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

James Duchene Work History

2017 - Present (7 years)

The Vanguard Group, Inc

2009 - 2017 (8 years)

Lincoln Financial Advisors

Disclosures

Please visit the SEC profile of James Duchene 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

Raj Shekar
Scottsdale, AZ
Daniel Chang
Charlotte, NC
John Eyen
Malvern, PA
James Cook
Scottsdale, AZ
Joseph Heiser
Scottsdale, AZ
Steven Twirago
Scottsdale, AZ
Elizabeth Bullock
Charlotte, NC
Luis Alvarez
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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