Portfolio Review
For current clients only. This meeting is for clients to meet with their Advisor, discuss account performance, and make adjustments to their investment strategy and/or financial plan as their goals and needs change. These meetings usually last about 45-90 minutes.
1 hour 30 minutes
Portfolio Review
For current clients only. This meeting is for clients to meet with their Advisor, discuss account performance, and make adjustments to their investment strategy and/or financial plan as their goals and needs change. These meetings usually last about 45-90 minutes.
1 hour 30 minutes
Financial Advisor offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
1751 Pinnacle Drive, Suite 425, McLean, Virginia 22102 > (703) 356-4360
Bruce Vaughn, Financial Planner
1751 Pinnacle Drive, Suite 425, McLean, Virginia 22102 > (703) 356-4360
Bruce Vaughn, Financial Planner