DV
CFA
DV
CFA

David Vaught

28 Years of Experience
Chicago, IL

David Vaught is a CFA-designated registered investment advisor at Propel Financial Advisors, LLC, based in Chicago, IL, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 111 clients with $39M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
111 clients
Average Client Portfolio
$350K average
Assets Under Management
$38.8M

Fee Structure

This firm manages your investments for a fee based on a percentage of the value of your portfolio. The specific percentage is not listed in this document.

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Location

Chicago, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Propel Financial Advisors, LLC
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Mitchell Vaught & Taylor INC
September 1997 - December 2018 · 21 yrs 3 mos
Mitchell Vaught & Walker INC
September 1997 - December 2002 · 5 yrs 3 mos
State Registrations2 states
ILNY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.