Elizabeth McBrienCRD Number: 6956842
Current Firm: Vanguard Advisers, Inc.
Elizabeth McBrien (CRD# 6956842) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 4 years of experience in the finance industry.
Lpl Financial LLC
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
|The Vanguard Group, Inc.||Malvern, PA||Jun 2018 - Current||4|
|West Chester University||West Chester, PA||Aug 2014 - May 2018||3|
|Empowership (remote)||Los Angeles, CA||Jun 2017 - Dec 2017||< 1|
|Ron's Original Bar And Grill||Exton, PA||Dec 2016 - Dec 2017||1|
|Jump Start Sports||Conshohocken, PA||May 2017 - Aug 2017||< 1|
|Split Rail Tavern||West Chester, PA||Sep 2016 - Nov 2016||< 1|
|Jump Start Sports||Conshohocken, PA||May 2016 - Aug 2016||< 1|
|Nightlight Ice Cream||Erdenhiem, PA||May 2016 - Aug 2016||< 1|
|Landmark Americana||West Chester, PA||Jan 2015 - Sep 2015||< 1|
|Espositos Ice Cream||Erdenhiem, PA||May 2015 - Aug 2015||< 1|
|Bliss Ice Cream||Oreland, PA||May 2012 - Aug 2014||2|
|Springfield High School||Erdenhiem, PA||Sep 2009 - Jun 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2018|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management338,871MILLIONS
Total Number of Accounts602,258ACCOUNTS
Average Account Value$562,667
- 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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