Unclaimed
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 Avior Wealth Management, LLC. David Vaughan has been in the financial services industry since 1988. David Vaughan has worked for various firms over the years, including HART SECURITIES, INC. and MURCHISON INVESTMENT BANKERS, LTD. David Vaughan holds Series 7, 63, and SIE licenses and has been registered as a broker-dealer in several states. David Vaughan is also a licensed insurance agent. David Vaughan specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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.
1
2
TX
10/04/2022 - Present
Avior Wealth Management, LLC (THE WOODLANDS TX)
TX
05/28/1991 - 10/02/1995
HART SECURITIES, INC. (HOUSTON TX)
NA
05/11/1988 - 05/13/1991
MURCHISON INVESTMENT BANKERS, LTD.
BC
Issued 05/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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