Toni Vaughan, financial advisor Kannapolis NC

Toni Vaughan

CRD Number: 2963070
Current Firm: Synergy Investment Group, LLC

Toni Vaughan (CRD# 2963070) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 20 years of experience in the finance industry.

Similar Advisors
Don Stamas, financial advisor Kannapolis NC
Don Stamas
CRD# 2867492
Defender Capital
Similar Advisors
Gianni Abballe, financial advisor Kannapolis NC
Gianni T. Abballe
CRD# 5753288
Morgan Stanley
Similar Advisors
Steven Abels, financial advisor Kannapolis NC
Steven P. Abels
CRD# 4205168
The Financial Legacy Group
Company Name Location Dates Years
Bts Asset Management Denver, CO Jul 2017 - Current 6
Spark Asset Management Group Statesville, NC Jun 2017 - Current 6
Synergy Investment Group Denver, CO Apr 2004 - Current 19
Tk Consultants Aurora, CO Jul 2004 - Dec 2022 18
Sterne Agee Financial Services, Inc. Kannapolis, NC Feb 2012 - Aug 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2004
Contact Info for Toni M. Vaughan
Phone Number: 704-295-6692
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    318
    ACCOUNTS
  • Average Account Value
    $133,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, NC, PA

Ready to hire a financial advisor? Get competitive proposals from Toni Vaughan and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.