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Carolyn Douthit Weaver

Vanguard Advisers, Inc.

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About Carolyn Douthit Weaver

Carolyn Weaver is a financial advisor with over 20 years of experience in the industry. Carolyn is currently registered with Vanguard Advisers, Inc. in both North Carolina and Texas. Carolyn holds a Series 7, Series 24, Series 63, and Series 65 licenses. She is also a Certified Financial Planner. Carolyn provides financial planning, portfolio management, and selection of other advisors services to individuals, businesses, and pooled investment vehicles.

Firm Information

Carolyn Weaver is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carolyn Weaver’s Registration & Firm History

NC

07/13/2021 - Present

Vanguard Advisers, Inc. (Charlotte NC)

MA

05/01/2001 - 06/26/2003

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 06/18/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/18/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2002

Series 24 - General Securities Principal Examination

BC

Issued 06/03/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/05/2021

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carolyn Douthit Weaver.
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