Vaughn Investment Advisors Inc.

Vaughn Investment Advisors Inc. (CRD# 111249) is a financial advisory firm headquartered in Tustin, CA. They manage $35,330,000 in 76 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $464,868
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 Vaughn Investment Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robert D. Vaughn
CRD#: 1068995
17621 Irvine Blvd, Suite 104, Tustin, CA 92780
93
Wealthminder
score

Robert Vaughn (CRD# 1068995) is an Investment Advisor Representative working at Vaughn Investment Advisors Inc. in Tustin, CA and has over 27 years of experience in the finance industry.

2
Michael T. Vaughn
CRD#: 6036449
17621 Irvine Blvd, Suite 104, Tustin, CA 92780
89
Wealthminder
score

Michael Vaughn (CRD# 6036449) is an Investment Advisor Representative working at Vaughn Investment Advisors Inc. in Tustin, CA and has over 2 years of experience in the finance industry.

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