Adrienne LoveCRD Number: 6249232
Current Firm: Vanguard Advisers Inc.
Adrienne Love (CRD# 6249232) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Charlotte, NC and has over 18 years of experience in the finance industry. Adrienne Love has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|The Vanguard Group, Inc.||Charlotte, NC||Nov 2013 - Current||4|
|Unemployed||Bedford Hts, OH||Aug 2012 - Nov 2013||1|
|Key Corp||Cleveland, OH||Jan 1998 - Aug 2013||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
|S63||Uniform Securities State Law Examination||Dec 2013|
Total Assets Under Management79,883MILLIONS
Total Number of Accounts546,930ACCOUNTS
Average Account Value$146,058
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV