Vanguard Advisers Inc
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About this Advisor
William Rowland is a certified financial planner located in Charlotte, North Carolina. Currently a registered advisor at Vanguard Advisers Inc, Rowland has 10 years of work experience as a financial advisor. Rowland has a Series 63 license, designating the advisor as a securities agent. Rowland is registered to serve clients in North Carolina and Texas. Throughout their career, Rowland has worked at The Vanguard Group, Inc and Event Sourcing Carolinas. Vanguard Advisers Inc is headquartered in Charlotte, North Carolina, and operates out of three other offices throughout the nation. As a registered investment firm, Vanguard Advisers Inc manages $151 billion in assets across 661,667 client accounts and employs more than 878 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable 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'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 Rowland Work History
William has 10 years of experience.
Event Sourcing Carolinas
The Vanguard Group, Inc
William Rowland has no disclosures.
Please visit their SEC profile for more details.