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Ethan David chadwick Allen

Vanguard Advisers, Inc.

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About Ethan David chadwick Allen

Ethan Allen is a registered investment advisor representative with Vanguard Advisers, Inc. Ethan has been in the industry since October 3, 2018. Prior to joining Vanguard Advisers, Inc., Ethan was a financial advisor at Edward Jones. Ethan is licensed to provide investment advice in 53 states and the District of Columbia. Ethan specializes in financial planning, portfolio management, and selection of other advisors. Ethan provides financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Ethan is committed to providing personalized financial advice that helps clients achieve their financial goals.

Firm Information

Ethan Allen 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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Ethan Allen’s Registration & Firm History

NC

06/30/2020 - Present

Vanguard Advisers, Inc. (Charlotte NC)

NC

01/09/2018 - 11/06/2018

EDWARD JONES (PINEVILLE NC)

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Licenses & Designations

BOTH

Issued 04/24/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ethan David chadwick Allen.
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