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Terrence Scott Ransom

Vanguard Advisers, Inc.

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About Terrence Scott Ransom

Terrence Ransom is an investment advisor representative at Vanguard Advisers, Inc., registered with the state of Arizona and Texas. Terrence has been in the industry since May 2007 and specializes in providing financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. He has a Series 7 and SIE registration with FINRA and a Series 66 registration with the State of Arizona. Terrence is also a faculty member at Grand Canyon University and has previously worked at Gradient Securities, LLC and Wilbanks Securities, Inc.

Firm Information

Terrence Ransom 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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Terrence Ransom’s Registration & Firm History

AZ

10/01/2019 - Present

Vanguard Advisers, Inc. (SCOTTSDALE AZ)

AZ

05/12/2017 - 12/31/2017

GRADIENT SECURITIES, LLC (CHANDLER AZ)

AZ

06/19/2012 - 06/12/2017

WILBANKS SECURITIES, INC. (CHANDLER AZ)

AZ

05/02/2011 - 06/18/2012

MERIDIAN UNITED CAPITAL, LLC (SCOTTSDALE AZ)

AZ

12/06/2006 - 04/28/2011

AMERIPRISE FINANCIAL SERVICES, INC. (PEORIA AZ)

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Licenses & Designations

BOTH

Issued 08/09/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Terrence Scott Ransom. Review regulatory record here.
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