Clearview 401(k) Consultants Inc.

Clearview 401(k) Consultants Inc. (CRD# 160852) is a financial advisory firm headquartered in Huntington Beach, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Clearview 401(k) Consultants Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David M. Vaughan
CRD#: 4747122
18586 Main St, Huntington Beach, CA 92648
76
Wealthminder
score

David Vaughan (CRD# 4747122) is an Investment Advisor Representative working at Clearview 401(k) Consultants Inc. in Huntington Beach, CA and has over 14 years of experience in the finance industry. David 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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