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Vaughn Gregory Heydel

Financial Designs Corporation

Claremont, CA

Stokesdale, NC

CRD 5101142

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Employer firm

Financial Designs Corporation CRD 14829

$508M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • ASSET ALLOCATION

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

Current Employers
Financial Designs Corporation

540 W. Baseline Rd #10, Claremont, CA 91711-5805 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-07-21
CA RA APPROVED 2011-01-31
  • NC RA
    APPROVED
    Since 2021-07-21
  • CA RA
    APPROVED
    Since 2011-01-31

Branch Locations

540 W. Baseline Rd #10, Claremont, CA 91711-5805 • United States

Stokesdale, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Designs Corporation Claremont CA 06/2007 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-10-09
  • S63 Uniform Securities Agent State Law Examination
    2007-10-09
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

GOULD ASSET MANAGEMENT LLC
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Nearby Investors

JOHN MATTHEW HEITKEMPER
JEZMIER CORNEJO
JOHN JOSEPH DEBIASE

Nearby Offices

GOULD ASSET MANAGEMENT LLC · CLAREMONT, CA
GOULD ASSET MANAGEMENT LLC · CLAREMONT, CA
EDWARD JONES · CLAREMONT, CA

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