Vanguard Advisers Inc
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About this Advisor
Daniel Johnson is a certified financial planner based in Charlotte, North Carolina. Currently a registered financial advisor at Vanguard Advisers Inc, Johnson has 11 years of work experience in the financial advisory industry. Johnson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Johnson is registered to work with customers based out of North Carolina and Texas. Their career trajectory has included roles at Ronald Blue & Company, Jostens, United States Air Force, Accenture Credit Services and The Vanguard Group, Inc. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and has three other offices across the country. In total, Vanguard Advisers Inc manages $151 billion in assets dispersed across 661,667 accounts and employs more than 878 people. The firm's total assets under management makes it one of the largest 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 investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Vanguard Advisers Inc provides 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
Daniel Johnson Work History
Daniel has 11 years of experience.
The Vanguard Group, Inc
Ronald Blue & Company
Accenture Credit Services
United States Air Force
Daniel Johnson has no disclosures.
Please visit their SEC profile for more details.