Christopher
Richard
Vanguard Advisers Inc
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About this Advisor
Christopher Richard is a certified financial planner based in Charlotte, North Carolina, who has 12 years in the industry. Richard is on the advisory team at Vanguard Advisers Inc. Their career trajectory has included roles at The Vanguard Group, Inc and Safe Managment, LLC. Richard maintains a Series 63 license, certifying them as a securities broker, and is able to work in Alabama, Rhode Island, Pennsylvania, Arizona, Texas, Louisiana, Michigan, Montana, Nevada and North Carolina. Vanguard Advisers Inc is a registered investment firm operating out of Charlotte, North Carolina. The firm has offices in three locations and a total of 878 financial advisors. It handles $151 billion in assets among its 661,667 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 583 charities and foundations. Of its 661,667 accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets. The firm has a diverse array 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. Fees charged by financial advisors usually depend on the services. However, fees billed by Vanguard Advisers Inc may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Vanguard Advisers Inc Brokerage Details
$151,085,275,109
878
661,667
$228,340
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Answer a few questions to get a personalized match.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 Richard Work History
Christopher has 12 years of experience.
The Vanguard Group, Inc
Safe Managment, LLC
Disclosures
Christopher Richard has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.