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Stephen Clark Vaughn

Investment adviser representative at American Century Investments Private Client Group, Inc.
14 yearsExperience
3 statesRegistered in
$2.3BFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

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.

  1. American Century Investments Private Client Group, Inc.Jan 2025 to now
  2. American Century Investment Services, Inc.Oct 2024 to now
  3. Uber/ LyftNov 2019 to now
  4. Bank of America, N.A.Nov 2022 to Oct 2024
  5. Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Oct 2024
  6. Cetera Investment Advisers LLCJun 2021 to Aug 2022
  7. Cetera Investment Services LLCJun 2021 to Aug 2022
  8. Regions BankJun 2021 to Jul 2022
  9. First Horizon AdvisorsJan 2021 to May 2021
  10. LyftJan 2020 to Dec 2020
  11. UberDec 2019 to Dec 2020
  12. Cheddars Scratch KitchenJan 2019 to Jan 2020
  13. Iberia Financial ServicesAug 2018 to Jan 2021
  14. Infinex Investments, inc.Aug 2018 to Jan 2021
  15. Oceans At ArthursJun 2018 to Jan 2019
  16. Pizza HutOct 2017 to Jun 2018
  17. DominoesOct 2015 to Oct 2017
  18. Verizon WirelessNov 2012 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 3 states (KS, MO, TX).

American Century Investments Private Client Group, Inc.

$2.3BAssets managed
4,107Clients
62Advisers
8 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
7007401
Firm CRD
290043
Advisor's SEC record (opens in a new tab)
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