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).
Total Assets Under Management1MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$67,760
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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.