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Devin James Shaffer

Investment adviser representative at David Vaughan Investments, LLC
21 yearsExperience
3 statesRegistered in
$5.3BFirm assets
49 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. David Vaughan Investments, LLCAug 2024 to now
  2. Stetson UniversityAug 2023 to May 2024
  3. TD SecuritiesJun 2023 to Aug 2023
  4. Artis Energy Solutions LLCDec 2020 to May 2023
  5. UnemployedAug 2020 to Dec 2020
  6. Frozen Gnome Properties LLC (greenhouse Cafe and Tavern)Aug 2018 to Aug 2020
  7. Full-time StudentJan 2005 to Aug 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 3 states (FL, IL, TX).

David Vaughan Investments, LLC

$5.3BAssets managed
1,240Clients
23Advisers
49 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
7745063
Firm CRD
105990
Advisor's SEC record (opens in a new tab)
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