James
Vaughan
Match Grade Advisors
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About this Advisor
James Vaughan is a financial advisor who works out of Greenville, South Carolina, who has 5 years of industry experience. Vaughan currently works for Match Grade Advisors. Over the course of their career, Vaughan has held roles at Vaughan & Associates, Inc and Hunter Michael Investment Advisors, Inc. Vaughan has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in South Carolina. Match Grade Advisors is a registered investment business based out of Greenville, SC. It has just five financial advisors. It handles $215 million in total assets between its 695 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 695 accounts, just 9% are held by high-net-worth clients who have at least $1 million in investable assets. Match Grade Advisors performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely are based on which services the firm provides the client. Fee types charged by Match Grade Advisors likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Match Grade Advisors Brokerage Details
$214,886,266
5
695
$309,189
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Vaughan Work History
James has been registered as a financial advisor for 5 years.*
Hunter Michael Investment Advisors, Inc
Vaughan & Associates, Inc
*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 James Vaughan 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 Match Grade Advisors
Greenville, SC
Greenville, SC
Port Saint Joe, FL
Greenville, SC
Greenville, SC
Greenville, SC
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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