Vanguard Advisers Inc
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About this Advisor
Brenden Gilliam is a certified financial planner operating out of Charlotte, North Carolina, who has 12 years of professional experience. Gilliam is currently employed by Vanguard Advisers Inc. Their career trajectory has included roles at University Of North Carolina At Greensboro, The Vanguard Group, Inc, Walter Hines Page High School and Northwestern Mutual Financial Network. Gilliam maintains a Series 63 license, which qualifies them as a securities broker, and is approved to operate in North Carolina and Texas. Vanguard Advisers Inc is a registered investment company headquartered in Charlotte, North Carolina. It has offices in three locations and a total of 878 financial advisors. It has $151 billion in total assets among its 661,667 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 583 charities and foundations. Of its 661,667 client accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides 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. Financial management fee schedules depend on which services are provided. However, fee types charged by Vanguard Advisers Inc most likely consist of 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
Brenden Gilliam Work History
Brenden has 12 years of experience.
The Vanguard Group, Inc
Northwestern Mutual Financial Network
University Of North Carolina At Greensboro
Walter Hines Page High School
Brenden Gilliam has no disclosures.
Please visit their SEC profile for more details.