Vanguard Advisers Inc
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About this Advisor
Michael Carter is a certified financial planner operating out of Charlotte, North Carolina, who has been in the financial industry for 13 years. Carter is an employee of Vanguard Advisers Inc. They have spent their complete time as a financial advisor at Vanguard Advisers Inc. Carter holds a Series 63 license, which qualifies them as a securities agent, and is registered to serve investors in North Carolina and Texas. Vanguard Advisers Inc is a financial advisory company that has its headquarters in Charlotte, North Carolina. It has offices in three locations and a total of 878 employees. It has $151 billion in assets between its 661,667 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 583 charities and foundations. Of its 661,667 client accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets. Vanguard Advisers Inc provides a diverse array 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. Financial advisory fees usually depend on which services the firm provides the client. However, fees charged by Vanguard Advisers Inc can include any combination of 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
Michael Carter Work History
Michael has 13 years of experience.
The Vanguard Group, Inc
Michael Carter has no disclosures.
Please visit their SEC profile for more details.