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George Vargas

Vanguard Advisers, Inc.

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About George Vargas

George Vargas is an investment advisor representative with Vanguard Advisers, Inc. George is a Certified Financial Planner and has been in the industry since June 18, 2012. George is registered to provide investment advice in Arizona and Texas. Prior to joining Vanguard, George has worked at TD Ameritrade, USAA Financial Advisors, Inc., and Fidelity Brokerage Services LLC. George has a strong background in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. George is dedicated to helping clients achieve their financial goals.

Firm Information

George Vargas 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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George Vargas’s Registration & Firm History

AZ

04/28/2022 - Present

Vanguard Advisers, Inc. (Scottsdale AZ)

TX

03/30/2022 - 04/02/2022

TD AMERITRADE, INC. (Southlake TX)

TX

11/09/2017 - 12/31/2017

TD AMERITRADE, INC. (FORT WORTH TX)

TX

11/19/2015 - 10/11/2017

USAA FINANCIAL ADVISORS, INC. (ADDISON TX)

TX

04/18/2012 - 10/22/2015

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BC

Issued 04/20/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/26/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/16/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Vargas.
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