Karen
Durkin

Vanguard Advisers Inc

CRD#4126900
Investment Advisor
in Charlotte, NC
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 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

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Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$160,926,810,750

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

984

NC Average: 41
Total Number of Accounts

460,532

NC Average: 3,342
Average Account Size

$349,437

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

Karen Durkin Work History

Karen has 19 years of experience.

2004 - Present (15 years)

The Vanguard Group, Inc

Disclosures

Karen Durkin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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