Logan
Haga
Vanguard Advisers, Inc
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About this Advisor
Logan Haga is a financial advisor working in Charlotte, North Carolina with 1 year of industry experience. Haga is an advisor for Vanguard Advisers, Inc. The advisor has gained experience at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, The Ups Store, Northwestern Mutual, Mylan Park, Tkl Logging, Starbucks, The Vanguard Group, Inc and West Virginia University. Haga has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in North Carolina and Texas. Vanguard Advisers, Inc is a business based out of Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 financial advisors. It administers $299 billion in assets under management among its 634,470 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 958 charities and foundations. Of its 634,470 accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets. Vanguard Advisers, Inc performs a broad range of services, including 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 for financial advice depend on the services offered. However, fees charged by Vanguard Advisers, Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$299,191,714,649
2,124
634,470
$471,562
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
Logan Haga Work History
Logan has been registered as a financial advisor for 1 years.*
The Vanguard Group, Inc
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
The Ups Store
Northwestern Mutual
Mylan Park
West Virginia University
Starbucks
Tkl Logging
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Logan Haga to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vanguard Advisers, Inc
Scottsdale, AZ
Scottsdale, AZ
Malvern, PA
Scottsdale, AZ
Charlotte, NC
Malvern, PA
Malvern, PA
Malvern, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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