Vanguard Advisers Inc
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About this Advisor
Diane Hansen is a certified financial planner located in Charlotte, North Carolina. Currently an advisor at Vanguard Advisers Inc, Hansen has 12 years of experience as a registered investment advisor. Hansen holds a Series 63 license, qualifying the advisor as a securities agent. Hansen is registered to operate based out of North Carolina and Texas. Over the course of their career, Hansen has held roles at The Vanguard Group, Inc, Ymca Of Greater Charlotte and Dance Trap. Vanguard Advisers Inc is headquartered in Charlotte, North Carolina, and has three other offices across the nation. As a registered investment firm, Vanguard Advisers Inc manages $151 billion in assets across 661,667 accounts and employs more than 878 people. The firm's total assets under management places it among the largest financial advisory firms in the country. 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 advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Vanguard Advisers Inc offers 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
Diane Hansen Work History
Diane has 12 years of experience.
The Vanguard Group, Inc
Ymca Of Greater Charlotte
Diane Hansen has no disclosures.
Please visit their SEC profile for more details.