linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Shaun Robert Vaught

Advisor Share Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Shaun? Claim Your Profile

About Shaun Robert Vaught

Shaun Robert Vaught is a financial advisor with Advisor Share Wealth Management. Shaun has been in the financial services industry for over 15 years. Shaun specializes in financial planning, portfolio management, and insurance services. Shaun is registered with the state of California as an Investment Advisor Representative.

Firm Information

Shaun Vaught is currently registered with Advisor Share Wealth Management. Advisor Share Wealth Management is a wealth management firm located in Vancouver, WA. With 22 licensed agents, they offer comprehensive asset management services, financial planning, pension consulting, and selection of other advisors. The firm primarily serves individuals, including high-net-worth individuals, as well as corporations and pension plans. They manage approximately $48 million in assets.
Advisor Share Wealth Management

13215 SE MILL PLAIN BLVD

VANCOUVER, WA 98684

$48.00M

Assets Under Management

Not reported

Total Clients

24

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

comprehensive asset management platform provider

Comprehensive asset management platform provider

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Investment platform fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Shaun Vaught’s Registration & Firm History

CA

05/24/2023 - Present

Advisor Share Wealth Management (Manteca CA)

CA

07/07/2015 - 06/15/2016

CETERA ADVISOR NETWORKS LLC (MANTECA CA)

CA

01/06/2012 - 07/05/2013

TRANSAMERICA FINANCIAL ADVISORS, INC (RIPON CA)

CA

11/16/2010 - 01/06/2012

WORLD GROUP SECURITIES, INC. (RIPON CA)

CA

10/24/2008 - 08/31/2010

FARMERS FINANCIAL SOLUTIONS, LLC (MERCED CA)

Not sure if Shaun Robert Vaught is right for you?

Licenses & Designations

IA

Issued 05/01/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/02/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shaun Robert Vaught.
Not sure if Shaun Robert Vaught is right for you?