Carter
Vaughan
Captrust
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About this Advisor
Carter Vaughan is a financial advisor based in Fort Worth, Texas, working with Captrust. Carter has previously held positions at Capfinancial Partners LLC (Captrust), Capfinancial Securities LLC, Omega Wealth Partners, Inc, Omega Securities, Inc, Bank Of America, N.A, and Merrill Lynch, Pierce, Fenner & Smith Inc. Carter has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Carter is part of Captrust, which operates out of Fort Worth, Texas. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Carter Vaughan Work History
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Omega Wealth Partners, Inc
Omega Securities, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Carter Vaughan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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