Eric Ray Francis
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
Are you Eric Ray Francis? Claim your profile
Contact this firm
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
10 years in the industry.
- Vanguard Advisers, Inc.Feb 2022 to now
- The Vanguard Group, Inc.Feb 2022 to now
- Vanguard Marketing CorporationFeb 2022 to now
- Mariah Francis Photography, LLCMar 2022 to Mar 2023
- Morgan StanleyJan 2021 to Feb 2022
- Morgan Stanley Services Group Inc.Oct 2019 to Dec 2020
- Francis Realty GroupFeb 2019 to Sep 2019
- Dentist AdvisorsJan 2019 to Jan 2019
- Charles Schwab & Co., Inc.Oct 2016 to Dec 2018
- Charles Schwab BankOct 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 5050458
- Firm CRD
- 106715