Jeffrey Vaughn
Jeffrey Vaughn is a registered investment advisor at Synergy Investment Group, LLC, based in Kannapolis, NC, with 31 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 222 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.20% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.25% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
708 Mclain Road, Kannapolis, NC, 28083
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2010Other Business ActivitiesSells Insurance
Jeffrey is involved in several outside business activities, including insurance sales as a representative for Syneregy Insurance Group, investment advisory services through Synergy Investment Group LLC and Synergy Wealth Management, and real estate ventures. He also owns Vaughn Wealth Management Inc, his S Corp, and Avista Resort Condo.
Employment History
Current Registrations
Synergy Investment Group, LLC
Stonex Securities INC.Broker
Previous Registrations
Synergy Investment Group, LLCBroker
Synergy Investment Group, LLC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations19 states
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.