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Vanguard Presents "Investor Attitudes about Advisors"

  • 50 Penn Place - Urban Market Meeting Room R-3 1900 Northwest Expy #129, Oklahoma City, OK 73118 United States (map)

CHAPTER MEETING 

PRESENTED AND SPONSORED BY: VANGUARD FINANCIAL ADVISOR SERVICES

Investor Attitudes about Advisors presented by Eric Pickens, CFP® , CIMA®

Vanguard has partnered with Spectrem Group, an industry leader in capturing the voice of the affluent investor, to bring you the latest trends in the outlook and behavior of more than 9,000 mass affluent, millionaire, and ultra-high-net-worth (UHNW) respondents.
Eric Pickens is a Sales Executive for Vanguard Financial Advisor Services.  He serves RIAs, providing investment expertise and practice management solutions to many of the most prominent independent firms within Texas and the surrounding states.  Prior to this role, Mr. Pickens was a Client Administration Manager within Vanguard's Institutional Investor Group, accountable for the retirement plan administration of key institutional relationships.  Mr. Pickens has been with Vanguard for 14 years.  He has a bachelor's degree in Business and Economics from Arizona State University and holds the CFP and CIMA designations.