Professional Meeting
For non-clients. Select this option if you wish to speak with the advisor, and you are not a client or prospective client. Examples may include professionals such as CPAs, estate attorneys, family law attorneys, real estate agents, mortgage lenders, insurance agents, mutual fund representatives, other financial advisors, etc. This option may also be used for general business meetings.
1 hour
Professional Meeting
For non-clients. Select this option if you wish to speak with the advisor, and you are not a client or prospective client. Examples may include professionals such as CPAs, estate attorneys, family law attorneys, real estate agents, mortgage lenders, insurance agents, mutual fund representatives, other financial advisors, etc. This option may also be used for general business meetings.
1 hour
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