Joshua
Buckingham

Vanguard Advisers, Inc

CRD#6679965
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Joshua Buckingham is a financial advisor who works in Scottsdale, Arizona with 3 years of industry experience. Buckingham works at Vanguard Advisers, Inc. Their career trajectory has included roles at The Vanguard Group, Inc, Arizona State University, Independent Planners Group, M Group & Associates, Chalet Hills Golf Club and Cary School District 26. Buckingham has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to serve investors in Arizona and Texas. Vanguard Advisers, Inc is a firm that has its headquarters in Malvern, PA. The firm has offices in 2,124 locations and a total of 2,124 employees. It administers $299 billion in assets under management across its 634,470 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 958 charities and foundations. Of its 634,470 accounts, just 6% belong to high-net-worth individuals who have at least $1 million in investable assets. The company provides a wide range 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. Fees for financial advisory services typically depend on which services the firm provides the client. However, fees billed by Vanguard Advisers, Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

Joshua Buckingham Work History

Joshua has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

The Vanguard Group, Inc

2016 - 2020 (4 years)

The Vanguard Group, Inc

2015 - 2016 (1 year)

Independent Planners Group

2015 - 2015 (< 1 year)

M Group & Associates

2014 - 2016 (2 years)

Arizona State University

2014 - 2014 (< 1 year)

Chalet Hills Golf Club

2013 - 2013 (< 1 year)

Cary School District 26

2012 - 2016 (4 years)

Arizona State University

*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 Joshua Buckingham 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

Alfonso Hoggard
Malvern, PA
Jonathan Kahrs
Malvern, PA
Austin Crass
Charlotte, NC
William Bailey
Charlotte, NC
Zachary Potter
Scottsdale, AZ
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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