LV
LV

Landon James Vaughan

11 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
120 clients
Average Client Portfolio
Not specified

Fee Structure

Fees for initial financial plans start at $1,000 and depend on the plan's complexity. Subsequent reviews are provided at 50% or less of the original cost, with a minimum of $1,000.

One-Time Plan:From $1,000
Hourly Rate:$150 - $200/hr
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Location

13455 Noel Road, 20th Floor, Dallas, TX, 75240

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Landon is an independent registered investment advisor/affiliate with Spectrum Strategies, LLC, spending minimal time soliciting advisory services and developing financial plans. He is also a managing partner of Spectrum Wealth Strategies, LLC, focusing on operational decisions and dedicating no time to this role.

Employment History
Current Registrations
Spectrum Strategies, L.L.C.
May 2020 - Present · 5 yrs 9 mos
MML Investors Services, LLC
September 2014 - Present · 11 yrs 5 mos
MML Investors Services, LLC
August 2014 - Present · 11 yrs 6 mos
MML Investors Services, LLCBroker
August 2014 - Present · 11 yrs 6 mos
State Registrations17 states
ALCACOCTFLGAILKSMONMNVOHOKORTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.