Vanguard Advisers Inc
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About this Advisor
Caroline Denham is a certified financial planner who works in Charlotte, North Carolina, who has been in the financial industry for 12 years. Denham works at Vanguard Advisers Inc. During their career, Denham has held roles at The Vanguard Group, Inc, Athens First Bank & Trust and University Of Georgia. Denham holds a Series 63 license, certifying them as a securities representative, and is approved to operate in North Carolina and Texas. Vanguard Advisers Inc is a company that has its headquarters in Charlotte, North Carolina. It has offices in three locations and a total of 878 advisors. It manages $151 billion in total assets across its 661,667 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 583 charities and foundations. Of its 661,667 customer accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets. Vanguard Advisers Inc offers 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. Fees for financial advisory services usually vary depending on which services the firm provides the client. However, fee types billed by Vanguard Advisers Inc likely are comprised 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
Caroline Denham Work History
Caroline has 12 years of experience.
The Vanguard Group, Inc
Athens First Bank & Trust
University Of Georgia
Caroline Denham has no disclosures.
Please visit their SEC profile for more details.