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Stevan Michael Vaughan

FINANCIAL COUNSELING, INC.·SPRINGBORO, Ohio
Clean recordFINANCIAL COUNSELING, INC.
582 N. MAIN ST., SPRINGBORO, OH 45066CRD# 2488424Firm CRD# 119969

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stevan Michael Vaughan · SPRINGBORO, OH
Registration
CRD #2488424 · FINANCIAL COUNSELING, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stevan Michael Vaughan is a registered financial advisor based in SPRINGBORO, Ohio, affiliated with FINANCIAL COUNSELING, 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
Introduction

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03

Firm Overview

Firm
FINANCIAL COUNSELING, INC.
FINANCIAL COUNSELING, INC.
AUM
$90M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2488424
Firm CRD# 119969
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stevan Michael Vaughan offer?
Stevan Michael Vaughan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGBORO, Ohio for a consultation.
What are Stevan Michael Vaughan's credentials?
Stevan Michael Vaughan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stevan Michael Vaughan located?
Stevan Michael Vaughan is based in SPRINGBORO, Ohio, working with FINANCIAL COUNSELING, INC.. Their office serves clients in the SPRINGBORO metropolitan area and surrounding communities.
How does Stevan Michael Vaughan charge for services?
Stevan Michael Vaughan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL COUNSELING, INC.?
FINANCIAL COUNSELING, INC. has approximately 2 employees and manages $90M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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