Peter J. Gaughan, Aif®

Peter J. Gaughan, Aif® Email and Phone Number

Investment Advisor @
Peter J. Gaughan, Aif®'s Location
Cincinnati Metropolitan Area, United States
Peter J. Gaughan, Aif®'s Contact Details

Peter J. Gaughan, Aif® work email

Peter J. Gaughan, Aif® personal email

n/a
About Peter J. Gaughan, Aif®

Mr. Gaughan has been a Financial Advisor for the past thirty-eight years. He has focused on the areas of investment management consulting, retirement planning and money management. Mr. Gaughan currently holds the position as a Financial Advisor with Retirement Planning Solutions, LLC., where in his position as a Financial Advisor and Investment Management Consultant; he concentrates on wealth management for individuals, businesses and professionals. Mr. Gaughan has earned the Accredited Investment Fiduciary® (or AIF®) professional designation from Fiduciary360. He has received formal training in investment fiduciary responsibility. Mr. Gaughan is also a consultant for 401 (k) plans, foundations and endowments.www.finra.org. www.sipc.orgInvestment Advisory services offered through RPS Advisory Solutions, LLC, an SEC Registered Investment Advisor dba Retirement Planning Solutions, LLC. Securities offered through Silver Oak Securities, Inc. Member FINRA/SIPC. RPS Advisory Solutions, LLC, Retirement Planning Solutions, LLC, and Silver Oak Securities, Inc. are separate entities.

Peter J. Gaughan, Aif®'s Current Company Details
Retirment Planning Solutions

Retirment Planning Solutions

Investment Advisor
Peter J. Gaughan, Aif® Work Experience Details
  • Retirment Planning Solutions
    Financial Advisor
    Retirment Planning Solutions May 2022 - Present
    United States
  • Retirement Planning Solutions, Llc
    Financial Advisor
    Retirement Planning Solutions, Llc May 2022 - Present
    United States
  • Raymond James & Associates, Inc.
    First Vice President, Wealth Management, Investment Management Consultant
    Raymond James & Associates, Inc. Feb 2013 - Jun 2022
    Cincinnati, Ohio
    Due to the Merger of Morgan Keegan & Co., Inc. & Raymond James, the new company has been renamed Raymond James & Associates, Inc.
  • Morgan Keegan & Co., Inc.
    First Vice President, Investment Management Consultant
    Morgan Keegan & Co., Inc. Oct 2007 - Apr 2012
    Financial & Retirement Planning, Investment Advice, Portfolio Management, Investment Policy Statement (IPS) Design, Non-Profit Foundation Investment Management
  • Ubs Financial Services, Inc.
    First Vice President, Financial Consultant
    Ubs Financial Services, Inc. Nov 2004 - Oct 2007
    Mr. Gaughan has been a Financial Advisor for the past thirty years. He has focused on the areas of investment management consulting, retirement planning and money management. Mr. Gaughan currently holds the position of First Vice President – Investments with Raymond James & Associates Inc., where in his position as a Financial Advisor and Investment Management Consultant; he concentrates on wealth management for individuals, businesses and professionals. Mr. Gaughan has earned the Accredited Investment Fiduciary® (or AIF®) professional designation from Fiduciary360. He has received formal training in investment fiduciary responsibility. Mr. Gaughan is also a consultant for 401 (k) plans, foundations and endowments.
    View
  • Citigroup Smith Barney
    First Vice President, Senior Portfolio Manager
    Citigroup Smith Barney Sep 1988 - Oct 2004
    Portfolio Management

Peter J. Gaughan, Aif® Skills

Investments Portfolio Management Wealth Management Alternative Investments Investment Strategies Asset Allocation Financial Advisory Series 7 Securities Finance Insurance Business Analysis Change Management Retirement Planning Mergers And Acquisitions Investment Management Mutual Funds Investment Advisory

Peter J. Gaughan, Aif® Education Details

Frequently Asked Questions about Peter J. Gaughan, Aif®

What company does Peter J. Gaughan, Aif® work for?

Peter J. Gaughan, Aif® works for Retirment Planning Solutions

What is Peter J. Gaughan, Aif®'s role at the current company?

Peter J. Gaughan, Aif®'s current role is Investment Advisor.

What is Peter J. Gaughan, Aif®'s email address?

Peter J. Gaughan, Aif®'s email address is pe****@****mes.com

What schools did Peter J. Gaughan, Aif® attend?

Peter J. Gaughan, Aif® attended University Of Cincinnati, John Carroll University.

What are some of Peter J. Gaughan, Aif®'s interests?

Peter J. Gaughan, Aif® has interest in Golf, Gardening, Architectual And Landscape Design, Markolitics.

What skills is Peter J. Gaughan, Aif® known for?

Peter J. Gaughan, Aif® has skills like Investments, Portfolio Management, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Financial Advisory, Series 7, Securities, Finance, Insurance, Business Analysis.

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