Aaron Smith (CRD# 6787787) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gettysburg, PA and has over 6 years of experience in the finance industry.
CRD# 4837485
Cuso Financial Services
CRD# 4581631
Cetera Investment Advisers LLC
CRD# 6301944
Pnc Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Gettysburg, PA | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Gettysburg, PA | Apr 2017 - Mar 2020 | 2 |
| Shippensburg University | Shippensburg, PA | May 2016 - Apr 2017 | < 1 |
| Land Of Little Horses Farm Park | Gettysburg, PA | Mar 2007 - May 2016 | 9 |
| Smith, Elliott, Kearns & Company | Chambersburg, PA | Feb 2015 - Apr 2016 | 1 |
| Liberty Mountain Resort | Carroll Valley, PA | Nov 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- PA
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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