L'shauna Evelyn Whitaker
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
3 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.Jun 2026 to now
- The Vanguard Group, Inc.Jan 2026 to now
- Vanguard Marketing CorporationJan 2026 to now
- LPL Financial LLCAug 2024 to Jan 2026
- Mecklenburg County DssApr 2024 to Jul 2024
- UnemployedJan 2024 to Mar 2024
- Atrium HealthSep 2021 to Dec 2023
- UnemployedAug 2019 to Sep 2021
- Mecklenburg County DssJan 2019 to Aug 2019
- CmpdSep 2017 to Dec 2018
- Mdta PoliceNov 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, 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
- 7968700
- Firm CRD
- 106715