Vanguard Advisers Inc
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About this Advisor
Joseph Norton is a certified financial planner whose office is in Charlotte, North Carolina. Currently a registered financial advisor with Vanguard Advisers Inc, Norton has 12 years of practice in the financial advisory industry. Norton has Series 63 and Series 66 licenses, designating the advisor as a securities broker. Norton is registered to operate based out of North Carolina and Texas. Over the course of their career, Norton has held roles at Metlife Securities Inc, Centermark Capital Management, LLC, Capital Guardian, LLC, The Vanguard Group, Inc, First Citizens Bank, First Citizens Investor Services and Aegis. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and operates out of three other offices throughout the United States. Overall, Vanguard Advisers Inc manages $151 billion in assets throughout 661,667 client accounts and retains more than 878 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. 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 investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Vanguard Advisers Inc can provide 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
Joseph Norton Work History
Joseph has 12 years of experience.
The Vanguard Group, Inc
First Citizens Bank
First Citizens Investor Services
The Vanguard Group, Inc
Metlife Securities Inc
Capital Guardian, LLC
Centermark Capital Management, LLC
Joseph Norton has no disclosures.
Please visit their SEC profile for more details.