Vanguard Advisers Inc
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About this Advisor
Bradley Buckingham is a certified financial planner located in Charlotte, North Carolina. Currently an investment advisor at Vanguard Advisers Inc, they have accumulated 10 years of practice in the financial advisory industry. Buckingham holds Series 66 and Series 63 licenses, qualifying the advisor as a securities agent. Buckingham is registered to work with clients based out of North Carolina and Texas. During their career, the advisor has held roles at Great Lakes Retirement, Inc and The Vanguard Group, Inc. Vanguard Advisers Inc is headquartered in Charlotte, North Carolina, and operates out of three other offices throughout the country. In total, Vanguard Advisers Inc oversees $151 billion in assets across 661,667 accounts and employs more than 878 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. 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 investable 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 may charge clients 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
Bradley Buckingham Work History
Bradley has 10 years of experience.
The Vanguard Group, Inc
Great Lakes Retirement, Inc
Bradley Buckingham has no disclosures.
Please visit their SEC profile for more details.