Lauren Bonner (CRD# 5228363) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 14 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
The Vanguard Group, Inc. | Charlotte, NC | Jul 2023 - Current | < 1 |
Charlotte Helicopters | Waxhaw, NC | Apr 2017 - Current | 7 |
The Vanguard Group, Inc. | Plano, TX | May 2022 - Jul 2023 | 1 |
The Vanguard Group, Inc. | Charlotte, NC | Sep 2016 - May 2022 | 5 |
United Way Of Central Carolinas | Charlotte, NC | May 2015 - Sep 2016 | 1 |
Tiaa-cref Individual & Institutional Services, LLC | Charlotte, NC | Mar 2015 - May 2015 | < 1 |
The Vanguard Group, Inc. | Charlotte, NC | Oct 2009 - Feb 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2009 |
S66 | NASAA Uniform Combined State Law Examination | May 2015 |
S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- NC
- TX
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Total Assets Under Management333,067MILLIONS
-
Total Number of Accounts804,462ACCOUNTS
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Average Account Value$414,024
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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