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Joshua Vaughan

Homrich Berg

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About Joshua Vaughan

Joshua Vaughan is an investment advisor representative at Homrich Berg. Joshua is a CERTIFIED FINANCIAL PLANNER™ professional with experience in the financial services industry. Joshua has a Series 7 and Series 66 license and holds a SIE. Joshua's areas of expertise include retirement planning, investment management, and financial planning. Joshua is also a former professional football player and uses his experience to help clients with their financial goals. Joshua is dedicated to providing clients with personalized financial advice and strategies that meet their unique needs.

Firm Information

Joshua Vaughan is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Vaughan’s Registration & Firm History

GA

11/08/2021 - Present

Homrich Berg (ATLANTA GA)

GA

06/11/2015 - 04/19/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH GA)

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Licenses & Designations

BOTH

Issued 07/16/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/19/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Vaughan.
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