Vanguard Advisers Inc
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About this Advisor
Allen Losey is a certified financial planner based in Charlotte, North Carolina, with 13 years of professional experience. Losey is currently employed by Vanguard Advisers Inc. The advisor has gained experience at Math Smart, Inc and The Vanguard Group, Inc. Losey has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to operate in North Carolina and Texas. Vanguard Advisers Inc is a financial advisory company that has its headquarters in Charlotte, North Carolina. The firm has offices in three locations and a total of 878 employees. It oversees $151 billion in total assets across its 661,667 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 583 charitable organizations. Of its 661,667 accounts, just 4% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a wide assortment 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 are provided. Fee types charged by Vanguard Advisers Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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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
Allen Losey Work History
Allen has 13 years of experience.
The Vanguard Group, Inc
Math Smart, Inc
Allen Losey has no disclosures.
Please visit their SEC profile for more details.