Colin CanavanCRD Number: 4318581
Current Firm: Vanguard Advisers, Inc.
Compensation Model: Fee Only
Commonwealth Financial Network
Woodbury Financial Services, Inc.
|Vanguard Advisers, Inc.||Malvern, PA||Mar 2016 - Current||3|
|The Vanguard Group, Inc.||Scottsdale, AZ||Mar 2004 - Current||15|
|Exam Code||Name||Passed Date|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||May 2004|
|S63||Uniform Securities State Law Examination||Jun 2004|
|S7||General Securities Representative Examination (GS)||Aug 2006|
|S65||NASAA Investment Advisors Law Examination||Sep 2006|
Total Assets Under Management160,927MILLIONS
Total Number of Accounts460,532ACCOUNTS
Average Account Value$349,437
- 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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