Phillip
Cowles

Vanguard Advisers Inc

CRD#5818132
Investment Advisor
in Charlotte, NC
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About this Advisor

Phillip Cowles is a certified financial planner who works out of Charlotte, North Carolina, who has 10 years in the industry. Cowles works at Vanguard Advisers Inc. Their career trajectory has included roles at The Vanguard Group, Inc, Carolinas Healthcare System and Blockbuster Inc. Cowles has a Series 63 license, qualifying them as a securities broker, and is able to operate in North Carolina and Texas. Vanguard Advisers Inc is a financial advisory company that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in three locations and a total of 878 employees. It manages $151 billion in assets under management between its 661,667 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 583 charitable organizations. Of its 661,667 customer accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets. Vanguard Advisers Inc has a number 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. A financial advisor's fees vary depending on the type of financial services. Fees charged by Vanguard Advisers Inc most 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 Pkwy One North Falls Plaza, 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

Phillip Cowles Work History

Phillip has 10 years of experience.

2010 - Present (9 years)

The Vanguard Group, Inc

2009 - 2010 (1 year)

Carolinas Healthcare System

2008 - 2009 (1 year)

Blockbuster Inc

Disclosures

Phillip Cowles has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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