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Linda Maureen Fox

Vanguard Advisers, Inc.

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About Linda Maureen Fox

Linda Maureen Fox is a registered representative with Vanguard Advisers, Inc. Linda has been in the financial services industry since 2018. Linda has been registered in 53 states as a broker and in 2 states as an investment advisor representative. Linda holds a Series 7, Series 63 and Series 66 license, along with the SIE. Linda's firm has a total of 1,883 investment advisor representatives and 1,984 registered representatives and manages over 333 billion dollars in assets. Linda has a specialization in retirement planning, college savings, mutual funds, and retirement income strategies. Linda has a strong track record of success in providing financial advice to individuals and families.

Firm Information

Linda Fox 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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Linda Fox’s Registration & Firm History

NC

07/31/2020 - Present

Vanguard Advisers, Inc. (Charlotte NC)

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Licenses & Designations

BOTH

Issued 07/29/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/17/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Maureen Fox.
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