Vaughan-brown Wealth Management, LLC

Vaughan-brown Wealth Management, LLC (CRD# 157942) is a financial advisory firm headquartered in Durham, NC. They manage $1,490,721 in 22 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $67,760
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

NC, TX

Financial Advisors at Vaughan-brown Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James C. Brown
CRD#: 5246062
Durham, NC
96
Wealthminder
score

James Brown (CRD# 5246062) is an Investment Advisor Representative working at Vaughan-brown Wealth Management, LLC in Durham, NC and has over 9 years of experience in the finance industry. James Brown 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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