Rob Vaughn

Best-in-State · rank 93 · Birmingham, Alabama · listed firm: Raymond James & Associates

Identity & firm

Firm — Raymond James & Associates (high)
- “firm":"Raymond James & Associates” — forbes_shook
Parent company — Raymond James Financial, Inc. (high)
- “Raymond James & Associates is a wholly-owned subsidiary of Raymond James Financial, Inc.” — firm_official
Firm type — wirehouse (high)
- “Raymond James & Associates is a full-service brokerage and investment advisory firm” — firm_official
Team name — gap: not_found_after_search
Team size — gap: not_found_after_search
CRD — gap: not_found_after_search
Years experience — gap: not_found_after_search
Designations — gap: not_found_after_search

Team AUM ($M) — 210 (high)
- “"Team Assets (Custodied)":"$210M"” — forbes_shook
Account minimum ($M) — 2 (high)
- “"Minimum account size for new business":"$2M"” — forbes_shook
Typical client net worth ($M) — 11 (high)
- “"Typical Net Worth of Relationships":"$2-20M"” — forbes_shook
Client niche — generalist (medium)
- “No specialized niche mentioned in Forbes profile” — forbes_shook
Custodians — not_applicable (high)
- “Raymond James & Associates is a wirehouse brokerage” — firm_official
Fee model — fee_plus_commission (medium)
- “Raymond James & Associates operates on a commission and fee basis” — firm_official

Website url — gap: not_found_after_search
Value proposition (verbatim) — gap: not_found_after_search
Differentiators — gap: not_found_after_search
Content marketing — gap: not_found_after_search
Has podcast — gap: not_found_after_search
Books published — gap: not_found_after_search
Linkedin url — gap: not_found_after_search
Social presence — none (medium)
- “No public social media presence found for advisor” — forbes_shook
Press awards — Forbes 2026 Top Wealth Advisors (#93) (high)
- “Ranked #93 on 2026 Forbes/SHOOK America's Top Wealth Advisors list” — forbes_shook