Christopher
Oden

Vanguard Advisers Inc

CRD#6204316
Investment Advisor
in Charlotte, NC
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About this Advisor

Christopher Oden is a certified financial planner in Charlotte, North Carolina. Currently a registered financial advisor at Vanguard Advisers Inc, they have accrued 11 years of professional experience as a financial advisor. Oden holds a Series 63 license, which designates them as a securities broker. Oden is registered to operate in North Carolina and Texas. Their career trajectory has included roles at State Employees' Credit Union, Lochmere Country Club, Bb&T and The Vanguard Group, Inc. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and has three other brick-and-mortar locations across the United States. Overall, Vanguard Advisers Inc manages $151 billion in assets dispersed across 661,667 client accounts and retains more than 878 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the firm's investors 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's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

2525 Water Ridge Parkway 100 North Falls Plaza, Ste 100
Charlotte, NC 28217

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Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$160,926,810,750

NC Average: $15,833,994,310
Total Number of Employees

984

NC Average: 41
Total Number of Accounts

460,532

NC Average: 3,342
Average Account Size

$349,437

NC Average: $4,737,880

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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

Christopher Oden Work History

Christopher has 11 years of experience.

2017 - Present (2 years)

The Vanguard Group, Inc

2013 - 2017 (4 years)

Bb&T

2009 - 2013 (4 years)

State Employees' Credit Union

2007 - 2009 (2 years)

Lochmere Country Club

Disclosures

Christopher Oden has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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