David Vaughn

Consultant at The ETF Store, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Kansas City Metropolitan Area
Skills

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Bio

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Credentials

  • CMFC , Series 63,65
    -

Experience

  • The ETF Store, Inc.
    • Consultant
      • Nov 2016 - Present

      Strategic Asset Management, designed individually for each client. Model building, due diligence, and exceptional customer service. Strategic Asset Management, designed individually for each client. Model building, due diligence, and exceptional customer service.

  • Advisors Excel
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Vice President of Wealth Management
      • Feb 2017 - Jan 2019

      Wealth Advisory, Strategic Asset Management, insurance . Wealth Advisory, Strategic Asset Management, insurance .

  • ETF Portfolio Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • VP
      • Mar 2012 - Jan 2014

      Strategic Index Investing Strategic Index Investing

  • The Mutual Fund Store
    • Investment Management
    • 1 - 100 Employee
    • Sr Investment Advisor
      • Jan 2000 - Mar 2012

      Asset Management Asset Management

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Investment Advisor
      • Jan 1998 - Jan 2000

      Asset management Asset management

Education

  • University of Kansas
    Bachelor of Applied Science (B.A.Sc.), Communication, General
    1986 - 1990

Community

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