Vanguard Advisers Inc
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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
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
Nefertari Ward Work History
Nefertari has 10 years of experience.
The Vanguard Group, Inc
Adp Broker-Dealer, Inc
New York Life Insurance Company
Bradford Mgmt Group
Nefertari Ward has no disclosures.
Please visit their SEC profile for more details.