Vanguard Advisers Inc
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About this Advisor
Latoya Hubbard is an investment advisor whose office is in Charlotte, North Carolina. Currently a registered advisor with Vanguard Advisers Inc, Hubbard has 10 years of experience in the financial advisory industry. Hubbard has a Series 63 license, qualifying them as a securities representative. Hubbard is registered to work with investors based out of North Carolina and Texas. During their career, Hubbard has held roles at Nationwide Securities Inc, Nationwide and The Vanguard Group, Inc. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and has three other brick-and-mortar locations in the country. As a company, Vanguard Advisers Inc oversees $151 billion in assets across 661,667 accounts and employs more than 878 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. The firm manages 661,632 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 4% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Vanguard Advisers Inc can provide 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 may charge clients 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
Latoya Hubbard Work History
Latoya has 10 years of experience.
The Vanguard Group, Inc
Nationwide Securities Inc
Latoya Hubbard has no disclosures.
Please visit their SEC profile for more details.