David Vaughan

Financial Advisor

David Vaughan is a certified financial planner based out of Irvine, California with a total of 4 years of industry experience. Vaughan is currently employed by Pensionmark Financial Group, LLC. Vaughan has gained experience at Clearview 401(K) Consultants, Inc, National Planning Corporation, Pensionmark Securities, LLC, Pensionmark Financial Group, LLC Dba Clearview 401(K) Consultant and Securities America, Inc. Vaughan maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in California.

Pensionmark Financial Group, LLC is a registered investment firm based in Santa Barbara, CA. The firm has offices in 59 locations and a total of 244 people on staff. It handles $27 billion in total assets across its 7,380 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 142 charities and foundations. Of its 7,380 client accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Pensionmark Financial Group, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars.

Talks About
#retirementplans

Preferred Locations
#NorthAmerica