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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Vaughan is a financial advisor with World Investment Advisors, LLC based in Irvine, CA. David has been in the industry since January 2004, and holds Series 6, 7, 63, and 65 licenses as well as the SIE. David is a Certified Financial Planner and has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles. Prior to joining World Investment Advisors, LLC, David worked for Securities America, Inc. and National Planning Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
07/02/2019 - Present
World Investment Advisors, LLC (Irvine CA)
CA
11/02/2017 - 07/01/2019
SECURITIES AMERICA, INC. (HUNTINGTON BEACH CA)
CA
04/30/2009 - 11/07/2017
NATIONAL PLANNING CORPORATION (HUNTINGTON BEACH CA)
CA
01/12/2004 - 05/04/2009
ROYAL ALLIANCE ASSOCIATES, INC. (ORANGE CA)
IA
Issued 03/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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