William Xunik Tavico juan
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
Are you William Xunik Tavico juan? 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
11 years in the industry.
- Vanguard Advisers, Inc.Oct 2025 to now
- The Vanguard Group, Inc.Jul 2025 to now
- Vanguard Marketing CorporationJul 2025 to now
- Self-employedJul 2023 to now
- United States Marine CorpsSep 2019 to now
- Wells Fargo Clearing Services, LLCAug 2024 to Jul 2025
- Wells Fargo Bank, NAMar 2023 to Jul 2025
- At&tOct 2021 to Mar 2023
- TD BankOct 2020 to Oct 2021
- Go PuffJan 2020 to Oct 2020
- Montgomery County Community CollegeAug 2019 to May 2024
- La FitnessJun 2019 to Sep 2019
- Panera BreadAug 2018 to Jun 2019
- Lower Merion High SchoolAug 2017 to May 2019
- Academy Park High SchoolAug 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7977506
- Firm CRD
- 106715