Vanguard Advisers Inc
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About this Advisor
Brian Davis is a certified financial planner operating in Charlotte, North Carolina, with 10 years of work experience. Davis is an employee of Vanguard Advisers Inc. The advisor has gained experience at The Vanguard Group, Inc, The University Of Arizona and Sullivan'S Steakhouse. Davis maintains a Series 63 license, certifying them as a securities broker, and can operate in Arizona, North Carolina and Texas. Vanguard Advisers Inc is a company based in Charlotte, North Carolina. The investment advisory business has offices in three locations and a total of 878 financial advisors. It manages $151 billion in total assets among its 661,667 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 583 charitable organizations. Of its 661,667 customer accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in assets. The firm offers a number of services, including 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. A financial advisor's fee schedules largely vary depending on which services are provided. Fee types billed by Vanguard Advisers Inc most likely consist of any blend 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
Brian Davis Work History
Brian has 10 years of experience.
The Vanguard Group, Inc
The Vanguard Group, Inc
The University Of Arizona
Brian Davis has no disclosures.
Please visit their SEC profile for more details.