Michael E Armistead

Employer firm

David Vaughan Investments, LLC CRD 105990

$5.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• TAX QUALIFIED AND TAFT-HARTLEY PENSION PLAN CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → 07/2022
  Charles Schwab & Co.,Inc
  Orlando, FL
• 02/2017 → 07/2022
  Schwab Private Client Investment Advisory, Inc
  Orlando, FL
• 07/2022 → Present
  David Vaughan Investments, Llc
  Peoria, IL

Previous Registrations

• 2017-02-14 → 2022-07-19
  Schwab Wealth Advisory, Inc.
  Orlando, FL
• 2015-06-10 → 2017-02-09
  Charles Schwab & Co., Inc.
  West Palm Beach, FL
  Orlando, FL
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2015-06-09
• S63 Uniform Securities Agent State Law Examination
  2012-10-15

Designations

• Certified Financial Planner

Other Names

• Michael E Armistead
• Michael Eugene Armistead