Claim Profile
Unclaimed Profile
RV

Robert Donald Vaughn

VAUGHN INVESTMENT ADVISORS INC·TUSTIN, California
Clean recordVAUGHN INVESTMENT ADVISORS INC
17621 IRVINE BLVD, TUSTIN, CA 92780CRD# 1068995Firm CRD# 111249

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Donald Vaughn · TUSTIN, CA
Registration
CRD #1068995 · VAUGHN INVESTMENT ADVISORS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Donald Vaughn is a registered financial advisor based in TUSTIN, California, affiliated with VAUGHN INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
VAUGHN INVESTMENT ADVISORS INC
VAUGHN INVESTMENT ADVISORS INC
AUM
$29M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1068995
Firm CRD# 111249
View on FINRA BrokerCheck →

Looking for a financial advisor in TUSTIN?

Browse all registered financial advisors in TUSTIN, California or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Robert Donald Vaughn offer?
Robert Donald Vaughn specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TUSTIN, California for a consultation.
What are Robert Donald Vaughn's credentials?
Robert Donald Vaughn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Donald Vaughn located?
Robert Donald Vaughn is based in TUSTIN, California, working with VAUGHN INVESTMENT ADVISORS INC. Their office serves clients in the TUSTIN metropolitan area and surrounding communities.
How does Robert Donald Vaughn charge for services?
Robert Donald Vaughn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VAUGHN INVESTMENT ADVISORS INC?
VAUGHN INVESTMENT ADVISORS INC has approximately 1 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →