Unclaimed Profile

Lawrence Williams Iv

DAVID VAUGHAN INVESTMENTS, LLC·PEORIA, Illinois

Clean recordDAVID VAUGHAN INVESTMENTS, LLC

5823 N FOREST PARK DRIVE, PEORIA, IL 61614-3559CRD# 2254189Firm CRD# 105990

Profile Verification

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

Identity

Lawrence Williams Iv · PEORIA, IL

Registration

CRD #2254189 · DAVID VAUGHAN INVESTMENTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lawrence Williams Iv 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.

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# 2254189

Firm CRD# 105990

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lawrence Williams Iv offer?

Lawrence Williams Iv specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PEORIA, Illinois for a consultation.

What are Lawrence Williams Iv's credentials?

Lawrence Williams Iv is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lawrence Williams Iv located?

Lawrence Williams Iv 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 Lawrence Williams Iv charge for services?

Lawrence Williams Iv'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.

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