Joshua
Hopsicker

Vanguard Advisers Inc

CRD#5895841
Investment Advisor
in Charlotte, NC
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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

Series 65, Series 63, Certified Financial Planner

Years of Experience

11 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 Pkwy 1 North Falls Plaza, Ste 100
Charlotte, NC 28217

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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

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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

Joshua Hopsicker Work History

Joshua has 11 years of experience.

2017 - Present (2 years)

The Vanguard Group, Inc

2011 - 2016 (5 years)

Pruco Securities LLC

2011 - 2016 (5 years)

Prudential Insurance Company Of America

2008 - 2010 (2 years)

Aces

2007 - 2011 (4 years)

Pizza Hut

2007 - 2011 (4 years)

Alfred State

Disclosures

Joshua Hopsicker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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