David Vaughan Investments, LLC
David Vaughan Investments, LLC (CRD# 105990) is a financial advisory firm headquartered in Peoria, IL. They manage $4,298,493,004 in 3,778 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management4,298MILLION
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Total Number of Accounts3,778ACCOUNTS
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Average Account Value$1,137,769
- 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)
- Other
AZ, CA, CO, FL, GA, IL, IN, LA, MA, MI, MN, MO, NC, NE, NH, NY, PA, TN, TX, VA, WI
Dalton Mellon (CRD# 6070698) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 10 years of experience in the finance industry.
Stephanie Ricketts (CRD# 3249842) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 24 years of experience in the finance industry.
Todd Sheridan (CRD# 2364260) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 30 years of experience in the finance industry.
Patrick Smarjesse (CRD# 1385119) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 38 years of experience in the finance industry.
Johnathan Timko (CRD# 5198721) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 16 years of experience in the finance industry.
Lawrence Williams Iv (CRD# 2254189) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 31 years of experience in the finance industry.
Devki Kasture (CRD# 7461690) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 2 years of experience in the finance industry.
Christopher Kent (CRD# 7817336) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has 1 year of experience in the finance industry.