Colleen LaudermilchCRD Number: 2115227
Current Firm: Vanguard Advisers, Inc.
Colleen Laudermilch (CRD# 2115227) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 18 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|The Vanguard Group, Inc.||Malvern, PA||Jul 2016 - Current||6|
|Coastal Equities, Inc.||Wilmington, DE||Sep 2011 - Jun 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2004|
|S66||NASAA Uniform Combined State Law Examination||Sep 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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