Randall
White

Vanguard Advisers, Inc

CRD#5947035
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Randall White is a financial advisor who works out of Scottsdale, Arizona, who has 2 years of relevant experience. White is currently employed by Vanguard Advisers, Inc. Throughout their career, they have worked at Morgan Stanley, Morgan Stanley Private Bank, National Association, J.P. Morgan Securities, LLC, J.P. Morgan Chase Bank, N.A, The Vanguard Group, Inc, University Of Texas At Dallas and Southern Methodist University. White has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona and Texas. Vanguard Advisers, Inc is an advisory firm based out of Malvern, PA. The company has offices in 2,124 locations and a total of 2,124 people on staff. It controls $299 billion in total assets across its 634,470 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 958 charitable organizations. Of its 634,470 client accounts, just 6% belong to high-net-worth clients who have more than $1 million in assets available to invest. Vanguard Advisers, Inc provides a number 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 largely vary depending on which service is offered. Fees billed by Vanguard Advisers, Inc may include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Randall White Work History

Randall has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

The Vanguard Group, Inc

2020 - 2021 (1 year)

J.P. Morgan Securities, LLC

2020 - 2021 (1 year)

J.P. Morgan Chase Bank, N.A

2017 - 2020 (3 years)

Morgan Stanley Private Bank, National Association

2015 - 2016 (1 year)

Southern Methodist University

2011 - 2020 (9 years)

Morgan Stanley

2009 - 2013 (4 years)

University Of Texas At Dallas

*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 Randall White 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

Zachary Potter
Scottsdale, AZ
Austin Crass
Charlotte, NC
Julia Steele
Malvern, PA
Daniel Grady
Scottsdale, AZ
Charles Rainey
Scottsdale, AZ
William Mcbride
Malvern, PA
John Eyen
Malvern, PA
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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