Vanguard Advisers Inc
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About this Advisor
Lisa Riter is a certified financial planner whose office is in Charlotte, North Carolina. Currently an investment advisor with Vanguard Advisers Inc, they have accumulated 20 years of professional experience. Riter holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Riter can serve clients based out of Alabama, Rhode Island, Arizona, Pennsylvania, Texas, Louisiana, Michigan, Montana, Nevada and North Carolina. Riter has spent their career at Vanguard Advisers Inc. Vanguard Advisers Inc is headquartered in Charlotte, North Carolina, and has three other locations in the country. As a company, Vanguard Advisers Inc manages $151 billion in assets across 661,667 client accounts and retains more than 878 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Vanguard Advisers Inc provides 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
Lisa Riter Work History
Lisa has 20 years of experience.
The Vanguard Group, Inc
Lisa Riter has no disclosures.
Please visit their SEC profile for more details.