Avner Israel

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → 02/2020
  First Command Financial Planning, Inc.
  Colorado Springs, CO
• 03/2015 → 12/2019
  Uber
  Asheville, NC
• 02/2020 → 03/2021
  First Command Financial Planning, Inc
  Colorado Springs, CO
• 02/2020 → 03/2021
  First Command Advisory Services, Inc
  Colorado Springs, CO
• 02/2020 → 03/2021
  First Command Insurance Services, Inc
  Colorado Springs, CO
• 03/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2021 → 10/2022
  Self Employed
  Charlotte, NC
• 03/2021 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 03/2021 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2020-02-19 → 2021-03-15
  First Command Advisory Services
  Colorado Springs, CO
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-02-05

Other Names

• Avi Israel
• Avner Dov Israel