Patrick AaronCRD Number: 5335512
Current Firm: Avantax Advisory Services
Patrick Aaron (CRD# 5335512) is an Investment Advisor Representative working at Avantax Advisory Services in Mcmurray, PA and has over 15 years of experience in the finance industry.
Cetera Advisor Networks LLC
Robert W. Baird & Company Incorporated
Mml Investors Services, LLC
|Avantax Investment Services, Inc.||Washington, PA||Dec 2013 - Current||9|
|Avantax Advisory Services||Washington, PA||Dec 2013 - Current||9|
|Avantax Insurance Agency, LLC||Washington, PA||Dec 2013 - Current||9|
|Aaron Accounting, Pc||Washington, PA||Nov 2013 - Current||9|
|Pnc Bank||Pittsburgh, PA||Mar 2009 - Oct 2013||4|
|Pnc Investments||Pittsburgh, PA||Mar 2009 - Oct 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management34,341MILLIONS
Total Number of Accounts111,856ACCOUNTS
Average Account Value$307,006
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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