Cole Allen Harmon
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Vanguard Advisers, Inc.Nov 2025 to now
- The Vanguard Group, Inc.Nov 2025 to now
- Vanguard Marketing CorporationNov 2025 to now
- Edward D Jones & Co LPJul 2023 to Sep 2025
- Autobahn Imports LPFeb 2023 to Jul 2023
- Nylife Securities LLCOct 2022 to Dec 2022
- New York Life Insurance CompanyJun 2022 to Oct 2022
- Cavender CadillacApr 2019 to Jun 2022
- Gene Messer ChevroletApr 2017 to Apr 2019
- Texas Tech UniversityAug 2016 to May 2025
- Academy Sports and OutdoorsAug 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
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
- 7541234
- Firm CRD
- 106715