Vanguard Advisers Inc
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About this Advisor
Lucas Zubrod is a certified financial planner whose office is in Charlotte, North Carolina. Currently a registered advisor with Vanguard Advisers Inc, they have gathered 16 years of experience as an investment advisor. Zubrod has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Zubrod is able to work with customers in North Carolina and Texas. Zubrod has spent their entire career at Vanguard Advisers Inc. Vanguard Advisers Inc is located in Charlotte, North Carolina, and has three other brick-and-mortar locations throughout the nation. Overall, Vanguard Advisers Inc manages $151 billion in assets dispersed across 661,667 client accounts and employs more than 878 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. 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 firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable 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
Lucas Zubrod Work History
Lucas has 16 years of experience.
The Vanguard Group, Inc
Lucas Zubrod has no disclosures.
Please visit their SEC profile for more details.