Shannon Vaughn, financial advisor Paducah KY
93 score

Shannon Vaughn

CRD Number: 3124508
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC

Shannon Vaughn (CRD# 3124508) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Paducah, KY and has over 16 years of experience in the finance industry.

Similar Advisors
Ronald Beaton, financial advisor Paducah KY
Ronald R. Beaton
CRD# 3118039
Ron Beaton's Money Matters
Score
96
Similar Advisors
Deborah Blankenship, financial advisor Paducah KY
Deborah R. Blankenship
CRD# 4437985
Woodbury Financial Services, Inc.
Score
96
Similar Advisors
Benjamin Brazzell, financial advisor Paducah KY
Benjamin C. Brazzell
CRD# 5669341
Edward Jones
Score
96
Company Name Location Dates Years
J.j.b Hilliard W.l. Lyons Inc. Paducah, KY Aug 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
Contact Info for Shannon N. Vaughn
Phone Number: 502-588-8400
Firm Website: http://www.hilliard.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    6,179
    MILLIONS
  • Total Number of Accounts
    21,382
    ACCOUNTS
  • Average Account Value
    $288,982
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.