JV
JV

James Carson Vaughan

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
350 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$361.0M

Fee Structure

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Location

400 Pettigru St, Greenviile, SC, 29601

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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

James works full-time as a pension administrator with Vaughan & Associates, Inc., providing third-party administrative services to corporate clients with qualified retirement plans since 2002.

Employment History
Current Registrations
Match Grade Advisors
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Retirement Funding Advisors, LLC
February 2009 - December 2018 · 9 yrs 10 mos
Hunter Michael Investment Advisors INC
September 2007 - October 2008 · 1 yr 1 mo
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.