Abram
Early

Vanguard Advisers Inc

CRD#3075241
Investment Advisor
in Charlotte, NC
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About this Advisor

Abram Early is a certified financial planner operating out of Charlotte, North Carolina, who has been in the industry for 10 years. Early is currently employed by Vanguard Advisers Inc. Early has gained experience at Dixon Hughes Wealth Advisors LLC, M Holdings Securities, Inc, Mbl Advisors Inc, Ignite Sports Marketing and The Vanguard Group, Inc. Early holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina and Texas. Vanguard Advisers Inc is a registered investment business that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in three locations and a total of 878 financial advisors. It handles $151 billion in total assets across its 661,667 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 583 charities and foundations. Of its 661,667 customer accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in investable assets. Vanguard Advisers Inc offers 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 advice usually vary depending on which services the firm provides the client. However, fees billed by Vanguard Advisers Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner

Years of Experience

10 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

Disclosures

Yes

Office Location

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

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Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$160,926,810,750

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

984

NC Average: 41
Total Number of Accounts

460,532

NC Average: 3,342
Average Account Size

$349,437

NC Average: $4,737,880

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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

Abram Early Work History

Abram has 10 years of experience.

2015 - Present (4 years)

The Vanguard Group, Inc

2014 - 2015 (1 year)

M Holdings Securities, Inc

2014 - 2015 (1 year)

Mbl Advisors Inc

2011 - 2014 (3 years)

Ignite Sports Marketing

2008 - 2011 (3 years)

Dixon Hughes Wealth Advisors LLC

Disclosures

Abram Early has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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