Vanguard Advisers Inc
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About this Advisor
William Harmon is a certified financial planner in Charlotte, North Carolina. Currently a registered financial advisor with Vanguard Advisers Inc, Harmon has 12 years of professional experience as a financial advisor. Harmon holds Series 63 and Series 66 licenses, qualifying the advisor as a securities representative. Harmon is registered to operate based out of North Carolina and Texas. Throughout their career, they have worked at High Point Bank, Uvest Financial Services Group, Inc, Charles Schwab Bank, Charles Schwab & Co., Inc, Jp Morgan Securities LLC, The Vanguard Group, Inc, Visionary Horizons, Cetera Advisors and Pnc Investments. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and has three other offices across the United States. Overall, Vanguard Advisers Inc oversees $151 billion in assets dispersed across 661,667 client accounts and retains more than 878 people. The firm's total assets under management makes it one of the largest investment advisory firms in the country. The firm manages 661,632 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 4% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Vanguard Advisers Inc can provide 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's fees 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
William Harmon Work History
William has 12 years of experience.
The Vanguard Group, Inc
Jp Morgan Securities LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
High Point Bank
Uvest Financial Services Group, Inc
William Harmon has no disclosures.
Please visit their SEC profile for more details.