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Richard Travis Carden

Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets

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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.

  1. Central Piedmont Community CollegeJan 2023 to now
  2. Vanguard Advisers, Inc.Dec 2022 to now
  3. The Vanguard Group, Inc.Dec 2022 to now
  4. Vanguard Marketing CorporationDec 2022 to now
  5. Greenleaf TrustNov 2021 to Dec 2022
  6. Empower RetirementSep 2021 to Oct 2021
  7. Wells Fargo Clearing Services, LLCJan 2021 to Aug 2021
  8. Appalachian State UniversityMay 2019 to Dec 2020
  9. Wells Fargo Clearing Services, LLCJun 2018 to Dec 2020
  10. First Citizens BankMay 2015 to Jan 2017
  11. Campbell UniversityAug 2014 to May 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023

State registrations

Registered as an investment adviser representative in 2 states (NC, 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
6689102
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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