JV
Julia Vaughn
from Symphonic Financial Advisors LLC
Julia Vaughn is a financial advisor based in New York, New York,
with 3 years of experience. Julia currently works for
Symphonic Financial Advisors LLC.
Julia maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Julia Vaughn works at Symphonic Financial Advisors LLC
Symphonic Financial Advisors LLC is a financial advisor based in New York, New York. It currently has around $133,222,234 of assets under management and employs approximately 5 people. The main advice areas covered by Symphonic Financial Advisors LLC are: financial planning services, portfolio management for individuals and/or small businesses and portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles and). Symphonic Financial Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
400 Park Avenue, 10th Floor, New York, New York, 10022