Lloyd Edward Shaw
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
1 stateRegistered in
$344.6BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Vanguard Advisers, Inc.Sep 2026 to now
- The Vanguard Group, Inc.Sep 2026 to now
- Vanguard Marketing CorporationSep 2026 to now
- Nordstrom Inc.Nov 2023 to Dec 2025
- AgiaDec 2022 to Sep 2026
- Valic Financial Advisors, Inc.Sep 2021 to Sep 2026
- Principal Life Insurance CompanyMar 2020 to Jul 2021
- Principal Securities Inc.Mar 2020 to Jul 2021
- University of North TexasAug 2019 to May 2026
- USAA Investment Management CompanyJan 2018 to Jul 2019
- USAA Financial Advisors IncSep 2014 to Jul 2019
- USAA Financial Planning ServicesSep 2014 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4662105
- Firm CRD
- 106715