Christopher Davis-SladeCRD Number: 6385241
Current Firm: Vanguard Advisers, Inc.
Christopher Davis-Slade (CRD# 6385241) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 7 years of experience in the finance industry. Christopher Davis-Slade 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|The Vanguard Group, Inc.||Charlotte, NC||Sep 2014 - Current||7|
|National Australia Bank||Sydney,||Jul 2008 - Jun 2014||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
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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