Leonidas Clyde Vaughan
Investment adviser representative at LPL Financial LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LPL Financial LLCMay 2024 to now
- Cova Wealth ManagementFeb 2012 to now
- Cvwm LLCFeb 2012 to now
- Mass MutualApr 2016 to May 2024
- Lazy Acres, LLCJul 2012 to Nov 2016
- Raymond James Financial Services Advisors Inc.Feb 2012 to May 2024
- Raymond James Financial Services, Inc.Feb 2012 to May 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3162268
- Firm CRD
- 6413