Vanguard Advisers Inc
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About this Advisor
Carter Garbutt is a certified financial planner who is based in Charlotte, North Carolina. Currently a registered investment advisor at Vanguard Advisers Inc, Garbutt has 10 years of practice as a financial advisor. Garbutt maintains a Series 63 license, which certifies them as a securities agent. Garbutt can serve clients based out of North Carolina and Texas. Garbutt has worked their complete career at Vanguard Advisers Inc. Vanguard Advisers Inc is located in Charlotte, North Carolina, and operates out of three other brick-and-mortar locations throughout the country. As a company, Vanguard Advisers Inc manages $151 billion in assets across 661,667 client accounts and employs more than 878 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $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
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
Carter Garbutt Work History
Carter has 10 years of experience.
The Vanguard Group, Inc
Carter Garbutt has no disclosures.
Please visit their SEC profile for more details.