ChooseAFinancialAdvisor.com
Advisors / North Carolina / Charlotte
9yrs

John Howard

Financial advisor at Vanguard Advisers

John Howard is a fiduciary financial advisor in Charlotte, North Carolina, with 9 years in the industry. John joined Vanguard Advisers in 2026, a firm offering financial planning, investment management, and private fund management. Vanguard Advisers reports being paid through a percentage of assets and flat fees.

One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.

Charlotte, NC 28262Fiduciary advisor

At a glance

Experience9 years (since 2017)
How that compares ?More experience than 52% of advisors at Vanguard Advisers
Office1030 Admiral Nelson Ct, Charlotte, NC 28262
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
States licensed ?1 state

Services through Vanguard Advisers

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Jan 2026 – now
  2. 2019 – 2025

Questions to ask John

Tailored to John’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call Vanguard Advisers at (610) 669-1000 and ask for John Howard. John works from the Charlotte, NC office.

How long has John been a financial advisor?

John has been in the industry since 2017, about 9 years. More experience than 52% of advisors at Vanguard Advisers.

What licenses does John hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Supreme Alliance
47yrs
Charles Ehnot
Financial advisor
14804 Resolves Lane
Charlotte, NC 28277
Top advisor by experience in Charlotte
Fiduciary
Call Directions
Janney Montgomery Scott
47yrs
Robert Stiles
Financial advisor
4064 Colony Road Two Morrocroft Centre, Suite 450
Charlotte, NC 28211
Top 1% by experience in Charlotte
Fiduciary
Call Directions
Robert W. Baird & Co.
47yrs
Joseph Lipe
Financial advisor
4350 Congress St Suite 400
Charlotte, NC 28209
Top 1% by experience in Charlotte
Fiduciary
Call Directions
Stephens
47yrs
James Hardison
Financial advisor
4521 Sharon Road
Charlotte, NC 28211
Top 1% by experience in Charlotte
Fiduciary
Call Directions
Morgan Stanley
47yrs
Gregory Duckworth
Financial advisor
13024 Ballantyne Corporate Place Suite 150
Charlotte, NC 28277
Top 1% by experience in Charlotte
Fiduciary
Call Directions

See all advisors near Charlotte