Keri Vaught (CRD# 7055179) is an Investment Advisor Representative working at Avantax Advisory Services in Midland, TX and has over 5 years of experience in the finance industry. Keri Vaught has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4962716
Raymond James Financial Services Advisors, Inc.
CRD# 2285772
Raymond James Financial Services Advisors, Inc.
CRD# 5232805
Equilibria Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tactical Wealth Management | Midland, TX | May 2022 - Current | 1 |
| Avantax Investment Services, Inc. | Midland, TX | Jan 2021 - Current | 3 |
| Avantax Advisory Services | Midland, TX | Jan 2021 - Current | 3 |
| Avantax Insurance Agency, LLC | Midland, TX | Jan 2021 - Current | 3 |
| Zahir N. Noormohamed, P.c | Midland, TX | Jan 2021 - Current | 3 |
| Edward Jones | Midland, TX | Jan 2019 - Jan 2021 | 2 |
| Unemployed | Midland, TX | Oct 2018 - Dec 2018 | < 1 |
| Tropical Smoothie Cafe | Midland, TX | Feb 2018 - Sep 2018 | < 1 |
| Wayne Enterprises Workwear | Midland, TX | Jun 2014 - Jan 2018 | 3 |
| Half Price Books | College Station, TX | Jul 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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