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Lauren Heffernan Feeney

Vanguard Advisers, Inc.

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About Lauren Heffernan Feeney

Lauren Heffernan Feeney is a registered representative with Vanguard Advisers, Inc. Lauren is a certified financial planner with 6 years of experience in the industry. Lauren holds the Series 63, Series 7, Series 24, and Series 51 licenses. Lauren is registered with the states of New Hampshire, Pennsylvania, and Texas. Lauren's specialties include financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Lauren is currently employed by Vanguard Advisers, Inc., and has been with the company since September 2016. Lauren is also an employee of the Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.

Firm Information

Lauren Feeney 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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Lauren Feeney’s Registration & Firm History

PA

07/27/2022 - Present

Vanguard Advisers, Inc. (Malvern PA)

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Licenses & Designations

BC

Issued 10/17/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/10/2022

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 11/04/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauren Heffernan Feeney.
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