Vanguard Advisers Inc
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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
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
Phillip Cowles Work History
Phillip has 10 years of experience.
The Vanguard Group, Inc
Carolinas Healthcare System
Phillip Cowles has no disclosures.
Please visit their SEC profile for more details.