George
Evdemon

Vanguard Advisers Inc

CRD#2351616
Investment Advisor
in Charlotte, NC
Are you George Evdemon? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

George Evdemon is a certified financial planner in Charlotte, North Carolina. Currently a registered investment advisor at Vanguard Advisers Inc, Evdemon has 20 years of work experience as a financial advisor. Evdemon has Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Evdemon is registered to work with clients based out of North Carolina and Texas. Evdemon has gained experience at The Vanguard Group, Inc and South Charlotte Sports Report. Vanguard Advisers Inc is located in Charlotte, North Carolina, and has three other locations throughout the country. As a company, 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 biggest firms in the country. The firm manages 661,632 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $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

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 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

$151,085,275,109

NC Average: $15,833,994,310
Total Number of Employees

878

NC Average: 41
Total Number of Accounts

661,667

NC Average: 3,342
Average Account Size

$228,340

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

George Evdemon Work History

George has 20 years of experience.

2008 - 2009 (1 years)

South Charlotte Sports Report

1998 - Present (21 years)

The Vanguard Group, Inc

Disclosures

George Evdemon 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