Thomas
Hallmark

Vanguard Advisers Inc

CRD#3211780
Investment Advisor
in Charlotte, NC
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About this Advisor

Thomas Hallmark is a certified financial planner located in Charlotte, North Carolina. Currently a registered advisor at Vanguard Advisers Inc, they have gathered 15 years of work experience in the financial advisory industry. Hallmark holds Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Hallmark is able to act as an advisor in North Carolina and Texas. Hallmark has worked their entire career at Vanguard Advisers Inc. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and has three other locations throughout the nation. In aggregate, Vanguard Advisers Inc manages $151 billion in assets dispersed across 661,667 client accounts and retains more than 878 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Vanguard Advisers Inc can offer 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 firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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 Parkway One North Falls Plaza, Ste 100
Charlotte, NC 28217

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Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$151,085,275,109

NC Average: $15,833,994,310
Total Number of Employees

878

NC Average: 41
Total Number of Accounts

661,667

NC Average: 3,342
Average Account Size

$228,340

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

Thomas Hallmark Work History

Thomas has 15 years of experience.

2003 - Present (16 years)

The Vanguard Group Inc

Disclosures

Thomas Hallmark has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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