Claim Profile
DJ

David John Vaughan Jr

DAVID VAUGHAN INVESTMENTS, LLC·PEORIA, Illinois
Unclaimed Profile
5823 N FOREST PARK DRIVE, PEORIA, IL 61614-3559CRD# 4907373Firm CRD# 105990
01

About

David John Vaughan Jr is a registered financial advisor based in PEORIA, Illinois, affiliated with DAVID VAUGHAN INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DAVID VAUGHAN INVESTMENTS, LLC
DAVID VAUGHAN INVESTMENTS, LLC
AUM
$4.3B
Regulatory assets under management
Employees
44
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4907373
Firm CRD# 105990
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PEORIA?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David John Vaughan Jr offer?
David John Vaughan Jr specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PEORIA, Illinois for a consultation.
What are David John Vaughan Jr's credentials?
David John Vaughan Jr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David John Vaughan Jr located?
David John Vaughan Jr is based in PEORIA, Illinois, working with DAVID VAUGHAN INVESTMENTS, LLC. Their office serves clients in the PEORIA metropolitan area and surrounding communities.
How does David John Vaughan Jr charge for services?
David John Vaughan Jr's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVID VAUGHAN INVESTMENTS, LLC?
DAVID VAUGHAN INVESTMENTS, LLC has approximately 44 employees and manages $4.3B 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 →
Browse by specialty