Spencer
Moody
Vanguard Advisers, Inc
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About this Advisor
Spencer Moody is a financial advisor based in Charlotte, North Carolina, working with Vanguard Advisers, Inc. Spencer has previously held positions at American Income Life - Quintero And Partners, Bankers Life, Self, Mccann Worldwide, Initiative Dubai, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, and The Vanguard Group, Inc. Spencer has passed the Series 66 regulatory exam and is registered to provide services in Florida, North Carolina, Texas, and Utah. Currently, Spencer is part of Vanguard Advisers, Inc, which operates out of Charlotte, North Carolina. The firm has 2,107 offices and 2,107 employees. The firm manages assets totaling $333.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Vanguard Advisers, Inc includes asset-based and fixed fees.
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Vanguard Advisers, Inc Brokerage Details
$333,066,527,268
2,107
804,462
$414,024
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
Spencer Moody Work History
The Vanguard Group, Inc
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
American Income Life - Quintero And Partners
Bankers Life
Self
Mccann Worldwide
Initiative Dubai
Disclosures
Please visit the SEC profile of Spencer Moody to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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