Nefertari
Ward

Vanguard Advisers Inc

CRD#4762089
Investment Advisor
in Charlotte, NC
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About this Advisor

Nefertari Ward is a certified financial planner operating in Charlotte, North Carolina, who has been in the financial industry for 10 years. Ward works at Vanguard Advisers Inc. Throughout their career, Ward has worked at Bradford Mgmt Group, Rollover Systems, New York Life Insurance Company, Adp Broker-Dealer, Inc, Adp Inc and The Vanguard Group, Inc. Ward holds a Series 63 license, which qualifies them as a securities agent, and is approved to operate in North Carolina and Texas. Vanguard Advisers Inc is a business that has its headquarters in Charlotte, North Carolina. The firm has offices in three locations and a total of 878 people on staff. It has $151 billion in assets under management among its 661,667 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 583 charitable organizations. Of its 661,667 accounts, just 4% are held by high-net-worth investors who have greater 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. Fees for financial management largely are based on which services are provided. Fees charged by Vanguard Advisers Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

2525 Water Ridge Parkway 1 North Falls Plaze, Ste 100
Charlotte, NC 28217

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Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$160,926,810,750

NC Average: $15,833,994,310
Total Number of Employees

984

NC Average: 41
Total Number of Accounts

460,532

NC Average: 3,342
Average Account Size

$349,437

NC Average: $4,737,880

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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

Nefertari Ward Work History

Nefertari has 10 years of experience.

2013 - Present (6 years)

The Vanguard Group, Inc

2012 - 2013 (1 year)

Adp Broker-Dealer, Inc

2012 - 2013 (1 year)

Adp Inc

2011 - 2012 (1 year)

New York Life Insurance Company

2010 - 2011 (1 year)

Rollover Systems

2008 - 2010 (2 years)

Bradford Mgmt Group

Disclosures

Nefertari Ward has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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