Vanguard Advisers Inc
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About this Advisor
Candace Delaney is a certified financial planner who lives in Charlotte, North Carolina. Currently a registered investment advisor at Vanguard Advisers Inc, they have gathered 10 years of practice as an investment advisor. Delaney maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Delaney is able to work with customers based out of North Carolina and Texas. Over the course of their career, they have held roles at Ameriprise Financial, Ameriprise Financial Services, Inc and The Vanguard Group, Inc. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and operates out of three other brick-and-mortar locations in the country. In aggregate, Vanguard Advisers Inc oversees $151 billion in assets dispersed across 661,667 accounts and retains more than 878 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in 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
Candace Delaney Work History
Candace has 10 years of experience.
The Vanguard Group, Inc
Ameriprise Financial Services,Inc
Candace Delaney has no disclosures.
Please visit their SEC profile for more details.