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Omar Alberto Tovar

Vanguard Advisers, Inc.

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About Omar Alberto Tovar

Omar Alberto Tovar is a financial advisor at Vanguard Advisers, Inc. based in Plano, TX. Omar has been in the financial services industry since 2012, holding previous positions at Charles Schwab & Co., Inc., USAA FINANCIAL ADVISORS, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and EDWARD JONES. Omar has earned the Certified Financial Planner designation and holds the Series 7, Series 66, and SIE licenses. Omar specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Omar is registered with the state of Texas.

Firm Information

Omar Tovar 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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Omar Tovar’s Registration & Firm History

TX

08/17/2022 - Present

Vanguard Advisers, Inc. (Plano TX)

TX

05/23/2020 - 08/11/2022

CHARLES SCHWAB & CO., INC. (Westlake TX)

TX

05/06/2014 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (ADDISON TX)

TX

04/03/2013 - 03/17/2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

TX

07/19/2012 - 02/05/2013

EDWARD JONES (AUBREY TX)

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Licenses & Designations

BOTH

Issued 08/03/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Omar Alberto Tovar.
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