Diane
Hansen

Vanguard Advisers Inc

CRD#1773124
Investment Advisor
in Charlotte, NC
Are you Diane Hansen? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Certified Financial Planner

Years of Experience

12 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 1 North Falls Plaza, Ste 100
Charlotte, NC 28217

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2010 - Present (9 years)

The Vanguard Group, Inc

2010 - 2010 (< 1 year)

Dance Trap

2006 - 2014 (8 years)

Ymca Of Greater Charlotte

Disclosures

Diane Hansen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started