Kirk
Reagan
Vanguard Advisers, Inc
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About this Advisor
Kirk Reagan is a financial advisor working in Plano, Texas. Reagan is an employee of Vanguard Advisers, Inc. Over the course of their career, they have held roles at The Vanguard Group, Inc, Usaf - Air Force Flight Test Center, Usaf - 412Th Test Wing, Usaf - Air Force Headquarters and Usaf - 645 Aeronautical Systems Squadron. Reagan holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Vanguard Advisers, Inc is a financial advisory company that has its headquarters in Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 financial advisors. It oversees $299 billion in total assets among its 634,470 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 958 charities and foundations. Of its 634,470 accounts, just 6% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Vanguard Advisers, Inc offers a number of services, including 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. Financial advisory fee schedules usually are based on the type of services. Fees billed by Vanguard Advisers, Inc most likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$299,191,714,649
2,124
634,470
$471,562
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
Kirk Reagan Work History
Kirk has been registered as a financial advisor for 0 years.*
The Vanguard Group, Inc
Usaf - Air Force Flight Test Center
Usaf - 412Th Test Wing
Usaf - Air Force Headquarters
Usaf - 645 Aeronautical Systems Squadron
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kirk Reagan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vanguard Advisers, Inc
Malvern, PA
Charlotte, NC
Malvern, PA
Malvern, PA
Malvern, PA
Malvern, PA
Malvern, PA
Malvern, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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