Vaughn Schill (CRD# 4316656) is an Investment Advisor Representative working at Hyperion Partners, LLC in Berwyn, PA and has over 21 years of experience in the finance industry. Vaughn Schill 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.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hyperion Partners, LLC | Devon, PA | Oct 2018 - Current | 5 |
| Bridgers Schill Wealth Management Group, LLC | Morrestown, NJ | Feb 2016 - Oct 2018 | 2 |
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2013 - Dec 2017 | 4 |
| Lane Bridgers Associates, LLC | Moorestown, NJ | May 2006 - Feb 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2003 |
- PA
- TX
-
Total Assets Under Management354MILLIONS
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Total Number of Accounts927ACCOUNTS
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Average Account Value$382,320
- A percentage of assets under your management
- 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
CA, FL, GA, LA, MD, NH, NJ, NY, PA, TX, VA
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