Vanguard Advisers Inc
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About this Advisor
Karen Durkin is a certified financial planner who works out of Charlotte, North Carolina, with 19 years of professional experience. Durkin currently works for Vanguard Advisers Inc. They have spent all of their career at Vanguard Advisers Inc. Durkin holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina and Texas. Vanguard Advisers Inc is a registered investment company operating out of Charlotte, North Carolina. It has offices in three locations and a total of 878 people on staff. It controls $151 billion in assets among its 661,667 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 583 charitable organizations. Of its 661,667 accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in investable assets. Vanguard Advisers Inc performs a diverse assortment of services, such as 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 are based on which service is provided. However, fees charged by Vanguard Advisers Inc most likely consist of any combination of 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
Karen Durkin Work History
Karen has 19 years of experience.
The Vanguard Group, Inc
Karen Durkin has no disclosures.
Please visit their SEC profile for more details.