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William Cooper Lewis

Vanguard Advisers, Inc.

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About William Cooper Lewis

William Cooper Lewis is a financial advisor at Vanguard Advisers, Inc. with over 3 years of experience in the industry. William Cooper Lewis has a Series 7TO, Series 66, and SIE license and is registered in North Carolina, Texas, and Virginia. William Cooper Lewis specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selecting other advisors. William Cooper Lewis also holds life, accident/health, long-term care, and variable life/annuity insurance licenses.

Firm Information

William Lewis 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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William Lewis’s Registration & Firm History

NC

11/20/2023 - Present

Vanguard Advisers, Inc. (CHARLOTTE NC)

NC

07/27/2019 - 09/30/2021

EDWARD JONES (MINT HILL NC)

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Licenses & Designations

BOTH

Issued 08/17/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/27/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/05/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Cooper Lewis.
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