Vanguard Advisers Inc
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About this Advisor
Edward Mcconnell is a certified financial planner whose office is in Charlotte, North Carolina. Currently an advisor at Vanguard Advisers Inc, Mcconnell has 16 years of work experience. Mcconnell maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Mcconnell can serve customers in North Carolina and Texas. During their career, the advisor has held roles at Wachovia Bank, N.A, Wachovia Securities, LLC, Bbtis, Bb&T Bank, Morgan Stanley, The Vanguard Group, Inc and Bb&T Securities, LLC. Vanguard Advisers Inc is headquartered in Charlotte, North Carolina, and has three other offices throughout the United States. As a company, Vanguard Advisers Inc oversees $151 billion in assets dispersed across 661,667 accounts and employs more than 878 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 661,632 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in 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 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
Edward Mcconnell Work History
Edward has 16 years of experience.
The Vanguard Group, Inc
Bb&T Securities, LLC
Wachovia Securities, LLC
Wachovia Bank, N.A
Edward Mcconnell has no disclosures.
Please visit their SEC profile for more details.