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.
CRD# 3221992
Cetera Advisor Networks LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 6747556
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- PA
-
Total Assets Under Management34,341MILLIONS
-
Total Number of Accounts111,856ACCOUNTS
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Average Account Value$307,006
- 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
- 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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