Vanguard Advisers Inc
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About this Advisor
Rodney Steve is a certified financial planner based out of Charlotte, North Carolina, who has 14 years of financial industry experience. Steve is an advisor for Vanguard Advisers Inc. They have worked at Vanguard Advisers Inc for all of their career. Steve has a Series 63 license, qualifying them as a securities representative, and is registered to advise clients in North Carolina, Texas and Pennsylvania. Vanguard Advisers Inc is an advisory firm operating in Charlotte, North Carolina. The investment advisory business has offices in three locations and a total of 878 advisors. It handles $151 billion in assets across its 661,667 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 583 charitable organizations. Of its 661,667 accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company has a number of services, such as 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 advisory services usually vary depending on the financial services provided. However, fees charged by Vanguard Advisers Inc may 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
Rodney Steve Work History
Rodney has 14 years of experience.
The Vanguard Group, Inc
Rodney Steve has no disclosures.
Please visit their SEC profile for more details.