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Randall Vaughan Jr.

Advisor at Raymond James Financial

Updated today
Raymond James Financial logo

Firm

Raymond James Financial

Location

Henrico, VA 23233

Credentials

Series 63, Series 65

Industry experience

37 years

About

Randall Vaughan Jr. is a financial advisor with Raymond James Financial in Henrico, VA, holding Series 63 and Series 65 credentials and 37 years of industry experience. His career includes roles at Union Investment Services, Union Bank & Trust, and Atlantic Union Bank. He serves as a trustee and power of attorney in several personal financial capacities. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support rather than discretionary management.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

3900 Westerre Parkway, Suite 201

Henrico, VA 23233

Most active in

Virginia

Work history

Atlantic Union Bank

2019 - Present (7 years)

Union Bank & Trust

2012 - 2017 (5 years)

Raymond James Financial

2009 - Present (17 years)

Raymond James Financial Services, inc.

1999 - Present (27 years)

Union Investment Services

1996 - 2019 (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael G

Series 63, Series 66

Mechanicsville, VA

Rise Wealth Partners LLC

General retirement planning Income planning General tax planning Business succession planning Charitable giving & philanthropy Founder/Business Owner
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Jb B

Series 63, Series 65

Richmond, VA

J. B. Bryan Financial Group, Inc.

General retirement planning Life insurance needs analysis Long-term care insurance Cash flow / budgeting General tax planning
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Stephen T

Series 63, Series 65

Henrico, VA

Flatiron Wealth Advisors, LLC

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
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Bradley C

Series 65

Midlothian, VA

Carnahan Capital Management, LLC

Active portfolio management

Shawn P

CFP®

Richmond, VA

Genuine Wealth Solutions

Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.

General retirement planning Gen Y/Millennials (Born 1980-1995)
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Jeffery S

Series 63, Series 65

Henrico, VA

Plan Sponsor Adviser, LLC

Founder/Business Owner
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