Unclaimed Profile

Julia Mclaughlin Rodgers

DAVID VAUGHAN INVESTMENTS INC·PEORIA, Illinois

Clean recordDAVID VAUGHAN INVESTMENTS INC

5823 N FOREST PARK DRIVE, PEORIA, IL 61614-3559CRD# 5111113Firm CRD# 105990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julia Mclaughlin Rodgers · PEORIA, IL

Registration

CRD #5111113 · DAVID VAUGHAN INVESTMENTS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Julia Mclaughlin Rodgers is a registered financial advisor based in PEORIA, Illinois, affiliated with DAVID VAUGHAN INVESTMENTS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DAVID VAUGHAN INVESTMENTS, LLC

AUM

$4.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DAVID VAUGHAN INVESTMENTS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5111113

Firm CRD# 105990

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julia Mclaughlin Rodgers offer?

Julia Mclaughlin Rodgers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PEORIA, Illinois for a consultation.

What are Julia Mclaughlin Rodgers's credentials?

Julia Mclaughlin Rodgers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julia Mclaughlin Rodgers located?

Julia Mclaughlin Rodgers is based in PEORIA, Illinois, working with DAVID VAUGHAN INVESTMENTS INC. Their office serves clients in the PEORIA metropolitan area and surrounding communities.

How does Julia Mclaughlin Rodgers charge for services?

Julia Mclaughlin Rodgers'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 INC?

DAVID VAUGHAN INVESTMENTS INC has approximately 44 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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