Adrienne
Love

Vanguard Advisers Inc

CRD#6249232
Investment Advisor
in Charlotte, NC
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About this Advisor

Adrienne Love is a certified financial planner in Charlotte, North Carolina. Currently a registered investment advisor with Vanguard Advisers Inc, they have accumulated 20 years of professional experience. Love holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative. Love is registered to serve clients in North Carolina and Texas. During their career, the advisor has held roles at Cpcc, The Vanguard Group, Inc and Key Corp. Vanguard Advisers Inc is headquartered in Charlotte, North Carolina, and has three other offices throughout the United States. In aggregate, Vanguard Advisers Inc manages $151 billion in assets throughout 661,667 accounts and retains more than 878 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. The firm manages 661,632 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Vanguard Advisers Inc can offer 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 firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner

Years of Experience

20 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

No

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

$151,085,275,109

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

878

NC Average: 41
Total Number of Accounts

661,667

NC Average: 3,342
Average Account Size

$228,340

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

Adrienne Love Work History

Adrienne has 20 years of experience.

2017 - Present (2 years)

Cpcc

2013 - Present (6 years)

The Vanguard Group, Inc

1998 - 2013 (15 years)

Key Corp

Disclosures

Adrienne Love has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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