Christopher VaughanCRD Number: 1771965
Current Firm: Cadaret Grant & Co Inc.
Christopher Vaughan (CRD# 1771965) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Keuka Park, NY and has over 34 years of experience in the finance industry.
Securities America Advisors, Inc.
Cetera Investment Advisers LLC
|Insight Financial||Keuka Park, NY||Jan 2008 - Current||13|
|Cadaret, Grant & Company, Inc,||Keuka Park, NY||Dec 2007 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1987|
|S65||NASAA Investment Advisors Law Examination||Mar 2020|
Total Assets Under Management6,001MILLIONS
Total Number of Accounts17,883ACCOUNTS
Average Account Value$335,586
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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