Bridgette VolkmanCRD Number: 6762231
Current Firm: Vanguard Advisers, Inc.
Bridgette Volkman (CRD# 6762231) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 4 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|The Vanguard Group, Inc.||Charlotte, NC||Jun 2017 - Current||4|
|Educators Financial Services (efs) Advisors||Rochester, MN||Feb 2017 - Jun 2017||< 1|
|Moss Creek Owners Association||Hilton Head Island, SC||Sep 2014 - Feb 2017||2|
|University Of South Carolina - Beaufort||Bluffton, SC||Aug 2013 - Dec 2016||3|
|Berto's Tex-mex Restaurant||Beaufort, SC||Aug 2013 - Dec 2013||< 1|
|Tri-county Record Newspaper||Rushford, MN||May 2012 - Jul 2013||1|
|Rushford-peterson Schools||Rushford, MN||May 2007 - May 2013||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2017|
|S65||NASAA Investment Advisors Law Examination||Aug 2018|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- 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
- Selection of other advisers (including private fund managers)
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, WY
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