Bradley
Buckingham

Vanguard Advisers Inc

CRD#5546398
Investment Advisor
in Charlotte, NC
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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

Series 66, 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

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

$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

Bradley Buckingham Work History

Bradley has 10 years of experience.

2013 - Present (6 years)

The Vanguard Group, Inc

2009 - 2013 (4 years)

Great Lakes Retirement, Inc

Disclosures

Bradley Buckingham has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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