Leonidas Vaughan, financial advisor Brentwood TN
96 score

Leonidas Vaughan

CRD Number: 3162268
Current Firm: Raymond James Financial Services Advisors, Inc.

Leonidas Vaughan (CRD# 3162268) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brentwood, TN and has over 17 years of experience in the finance industry. Leonidas Vaughan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lazy Acres, LLC Nashville, TN Jul 2012 - Current 4
Raymond James Financial Services, Inc. Brentwood, TN Feb 2012 - Current 4
Raymond James Financial Services Advisors Inc. Brentwood, TN Feb 2012 - Current 4
Cova Wealth Management Brentwood, TN Feb 2012 - Current 4
Bank Of America,na Nashville, TN Dec 2009 - Feb 2012 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Brentwood, TN Sep 2003 - Feb 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Leonidas C. Vaughan
Phone Number: 727-567-5877
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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