Glenn
Maxey
David Vaughan Investments, LLC
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About this Advisor
Glenn Maxey is a financial advisor based out of Peoria, Illinois with 6 years of industry experience. Maxey is currently employed by David Vaughan Investments, LLC. Over the course of their career, they have held roles at Evercore Group LLC, Southern Methodist University, Apollo Global Management, LLC, David Vaughan Investments, Inc and David Vaughan Investments. Maxey maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois. David Vaughan Investments, LLC is an advisory business based out of Peoria, IL. The firm has a total of 41 people on staff. It controls $4 billion in total assets between its 3,520 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 24 charitable organizations. Of its 3,520 customer accounts, 48% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees largely vary depending on which services are offered. Fee types billed by David Vaughan Investments, LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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David Vaughan Investments, LLC Brokerage Details
$3,937,269,240
41
3,520
$1,118,542
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Glenn Maxey Work History
Glenn has been registered as a financial advisor for 6 years.*
David Vaughan Investments
Evercore Group LLC
Southern Methodist University
Apollo Global Management, LLC
Southern Methodist University
David Vaughan Investments, Inc
Southern Methodist University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Glenn Maxey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at David Vaughan Investments, LLC
Peoria, IL
Winter Park, FL
Peoria, IL
East Peoria, IL
Peoria, IL
Winter Park, FL
Peoria, IL
Peoria, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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