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David Vaughan

TRU INDEPENDENCE ASSET MANAGEMENT 2·PORTLAND, Oregon
SIE, Series 7, Series 24, Series 27, Series 63, Series 99TOClean recordTRU INDEPENDENCE ASSET MANAGEMENT 2
15350 SW SEQUOIA PARKWAY,, PORTLAND, OR 97224CRD# 2603399Firm CRD# 309098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Vaughan · PORTLAND, OR
Registration
CRD #2603399 · TRU INDEPENDENCE ASSET MANAGEMENT 2
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TRU INDEPENDENCE ASSET MANAGEMENT 2
CRD 309098 · SEC 801-118810
AUM
$117M
Regulatory assets under management
Employees
36
59 client accounts
Services offered by TRU INDEPENDENCE ASSET MANAGEMENT 2
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRU INDEPENDENCE ASSET MANAGEMENT 2 →
Introduction

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Frequently Asked Questions

What services does David Vaughan offer?
David Vaughan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are David Vaughan's credentials?
David Vaughan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Vaughan located?
David Vaughan is based in PORTLAND, Oregon, working with TRU INDEPENDENCE ASSET MANAGEMENT 2. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does David Vaughan charge for services?
David Vaughan'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 TRU INDEPENDENCE ASSET MANAGEMENT 2?
TRU INDEPENDENCE ASSET MANAGEMENT 2 has approximately 36 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRU INDEPENDENCE ASSET MANAGEMENT 2

Kevin Joseph Miller
PORTLAND, OR
Robert Alan Walter
PORTLAND, OR
Stacy Leigh Sizemore
PORTLAND, OR

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Research
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