Vanguard Advisers Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Joshua Hopsicker is a certified financial planner operating out of Charlotte, North Carolina, with 11 years of financial industry experience. Hopsicker is an advisor for Vanguard Advisers Inc. Throughout their career, Hopsicker has worked at Aces, Pruco Securities LLC, Prudential Insurance Company Of America, Pizza Hut, Alfred State and The Vanguard Group, Inc. Hopsicker has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina and Texas. Vanguard Advisers Inc is a financial advisory firm headquartered in Charlotte, North Carolina. The firm has offices in three locations and a total of 878 employees. It controls $151 billion in assets under management across its 661,667 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 583 charities and foundations. Of its 661,667 client accounts, just 4% are associated with high-net-worth clients who have at least $1 million in investable assets. Vanguard Advisers Inc has a number of services, including 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. Fees charged by financial advisors typically are based on the type of financial services provided. However, fee types billed by Vanguard Advisers Inc can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Joshua Hopsicker Work History
Joshua has 11 years of experience.
The Vanguard Group, Inc
Pruco Securities LLC
Prudential Insurance Company Of America
Joshua Hopsicker has no disclosures.
Please visit their SEC profile for more details.