Aaron Pratt (CRD# 7532236) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Monument, CO and has 1 year of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisors Asset Management, Inc. | Monument, CO | Feb 2023 - Current | 1 |
| Charles Schwab & Company, Inc. | Lone Tree, CO | Jun 2022 - Jan 2023 | < 1 |
| Colorado State University | Fort Collins, CO | Jun 2018 - May 2022 | 3 |
| C&c Liquor | Fort Collins, CO | Jun 2021 - Apr 2022 | < 1 |
| Laborjack | Fort Collins, CO | Nov 2020 - Jul 2021 | < 1 |
| Bruster's Real Ice Cream | Hickory Flat, GA | Feb 2018 - Jul 2018 | < 1 |
| Unemployed | Alpharetta, GA | Jul 2012 - Jul 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2022 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- CO
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Total Assets Under Management3,854MILLIONS
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Total Number of Accounts1,767ACCOUNTS
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Average Account Value$2,180,894
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, WY
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