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Julia Mclaughlin Rodgers

DAVID VAUGHAN INVESTMENTS INC·PEORIA, Illinois
Unclaimed Profile
5823 N FOREST PARK DRIVE, PEORIA, IL 61614-3559CRD# 5111113Firm CRD# 105990
01

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.

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
View all advisors at DAVID VAUGHAN INVESTMENTS, LLC →
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# 5111113
Firm CRD# 105990
No disclosures on file
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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Other advisors in PEORIA
Melissa Vaughan Garrigan — DAVID VAUGHAN INVESTMENTS INCLawrence Williams Iv — DAVID VAUGHAN INVESTMENTS, LLCJames David Sinclair — DAVID VAUGHAN INVESTMENTS, LLCDavid John Vaughan Jr — DAVID VAUGHAN INVESTMENTS, LLCElizabeth W Salmon — DAVID VAUGHAN INVESTMENTS, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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