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Katherine Anne Burak

Vanguard Advisers, Inc.

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About Katherine Anne Burak

Katherine Burak is an Investment Advisor Representative at Vanguard Advisers, Inc., located in Charlotte, North Carolina. Katherine has been in the industry since 2010 and is registered with the states of North Carolina and Texas. Katherine holds Series 66, 7, and 24 licenses as well as the SIE exam. Katherine has experience with LPL Financial LLC, Park Avenue Securities LLC, and Sovereign Investment Group. Katherine is also an adjunct faculty member at Cleary University in Ann Arbor, Michigan.

Firm Information

Katherine Burak 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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Katherine Burak’s Registration & Firm History

NC

03/03/2017 - Present

Vanguard Advisers, Inc. (Charlotte NC)

NC

04/27/2016 - 02/23/2017

PARK AVENUE SECURITIES LLC (HUNTERSVILLE NC)

NC

02/25/2015 - 01/12/2016

LPL FINANCIAL LLC (CHARLOTTE NC)

NC

05/11/2010 - 02/12/2015

LPL FINANCIAL LLC (MOORESVILLE NC)

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Licenses & Designations

BOTH

Issued 06/19/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/24/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Anne Burak.
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