Aaron Vaughn is a registered investment advisor at Raymond James & Associates, INC., based in Lakewood Ranch, FL, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

8120 Lakewood Main Street, Suite 201, Lakewood Ranch, FL, 34202

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Aaron owns rental real estate property since 2023, dedicating a few hours per week to managing it. His responsibilities include paying the mortgage, ensuring rents are received, and getting repairs completed when necessary.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 3 mos
Raymond James & Associates, INC.Broker
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
September 2023 - January 2024 · 4 mos
Florida Financial Advisors, LLC
July 2023 - January 2024 · 6 mos
State Registrations6 states
FLINMNNCNYVA
AdvisorBrokerBoth

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.