Michael Todd Vaughn
Investment adviser representative at Pinnacle Family Advisors, LLC
15 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$371.7MFirm 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 assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Pinnacle Family Advisors, LLCFeb 2014 to now
- Second Baptist ChurchMay 2011 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 3 states (LA, MO, TX).
Pinnacle Family Advisors, LLC
$371.7MAssets managed
917Clients
9Advisers
13 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
- 4140495
- Firm CRD
- 145628