Eugene Joshua Allen
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Vanguard Advisers, Inc.Jul 2025 to now
- The Vanguard Group, Inc.Jan 2020 to now
- Vanguard Marketing CorporationJan 2020 to now
- Legion BrewingOct 2025 to Mar 2026
- Frenchy's Sip and ShopJul 2024 to Nov 2024
- Canopy Cocktails and GardenMar 2023 to Jun 2023
- Apple, IncJul 2022 to Aug 2022
- TargetOct 2020 to Dec 2020
- Enterprise HoldingsJun 2019 to Jan 2020
- Footlocker IncNov 2015 to Jul 2018
- East Carolina UniversityAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2025
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
- 7216549
- Firm CRD
- 106715