Dalton MellonCRD Number: 6070698
Current Firm: David Vaughan Investments, LLC
Dalton Mellon (CRD# 6070698) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 4 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|David Vaughan Investments, Inc.||Peoria, IL||Jun 2013 - Current||4|
|University Of Illinois-champaign||Bloomington, IL||Aug 2009 - Jun 2013||3|
|Tri-valley High School||Downs, IL||Aug 2005 - Aug 2009||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management2,217MILLIONS
Total Number of Accounts2,028ACCOUNTS
Average Account Value$1,092,960
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, IN, LA, MI, MO, NE, NY, PA, TX, WI