Austin
Bell

Vanguard Advisers, Inc

CRD#6617687
Investment Advisor
in Charlotte, NC

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About this Advisor

Austin Bell is a financial advisor who works in Charlotte, North Carolina who has 2 years of relevant experience. Bell is an advisor for Vanguard Advisers, Inc. Over the course of their career, Bell has held roles at Investment Centers Of America, Inc, Joe'S Crab Shack, University Of Louisville, Churchill Downs, Sharp Enler, Lpl Financial LLC and The Vanguard Group, Inc. Bell has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina and Texas. Vanguard Advisers, Inc is a financial advisory business that has its headquarters in Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 advisors. It manages $299 billion in total assets between its 634,470 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 958 charitable organizations. Of its 634,470 accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business has a number of services, including 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 fees typically vary depending on which service is offered. However, fees charged by Vanguard Advisers, Inc can be comprised 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

2525 Water Ridge Pkwy. 1 North Falls Plaza, Ste. 100
Charlotte, NC 28217

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Vanguard Advisers, Inc Brokerage Details

Total Assets Under Management

$299,191,714,649

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

2,124

NC Average: 41
Total Number of Accounts

634,470

NC Average: 3,342
Average Account Size

$471,562

NC 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

Austin Bell Work History

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

2021 - Present (3 years)

The Vanguard Group, Inc

2017 - 2020 (3 years)

Lpl Financial LLC

2016 - 2017 (1 year)

Investment Centers Of America, Inc

2016 - 2016 (< 1 year)

Churchill Downs

2012 - 2016 (4 years)

Joe'S Crab Shack

2012 - 2015 (3 years)

Sharp Enler

2011 - 2016 (5 years)

University Of Louisville

*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 Austin Bell 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

Austin Crass
Charlotte, NC
Tamala Harris
Charlotte, NC
John Eyen
Malvern, PA
Zachary Potter
Scottsdale, AZ
Trent Moore
Scottsdale, AZ
William Mcbride
Malvern, PA
Charles Rainey
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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