Vanguard Advisers Inc
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About this Advisor
Katherine Burak is a certified financial planner who works out of Charlotte, North Carolina. Currently an advisor with Vanguard Advisers Inc, they have gathered 14 years of professional experience. Burak holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Burak is able to work with clients in North Carolina and Texas. Their career trajectory has included roles at Lpl Financial, Target, Wilkinson And Associates, Cleary University, Sovereign Investment Group, Guardian Life Insurance Co, Park Avenue Securities LLC and The Vanguard Group, Inc. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and operates out of three other brick-and-mortar locations in the country. Overall, Vanguard Advisers Inc manages $151 billion in assets throughout 661,667 accounts and retains more than 878 people. The firm's total assets under management places it among the biggest 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 advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Vanguard Advisers Inc offers 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's fees may include 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
Katherine Burak Work History
Katherine has 14 years of experience.
The Vanguard Group, Inc
Guardian Life Insurance Co
Park Avenue Securities LLC
Sovereign Investment Group
Wilkinson And Associates
Katherine Burak has no disclosures.
Please visit their SEC profile for more details.