Aaron Soden (CRD# 6633797) is an Investment Advisor Representative working at Vicus Capital, Inc. in Lakewood, PA and has over 8 years of experience in the finance industry.
CRD# 7012795
Capstone Wealth Management Group, LLC
CRD# 1520801
Cadaret Grant & Co Inc.
CRD# 1044407
Prudential Financial Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
Vicus Capital, Inc. | State College, PA | Dec 2020 - Current | 3 |
1938 Wealth Advisors | Hallstead, PA | Oct 2019 - Current | 4 |
Cetera Advisor Networks | El Segundo, CA | Oct 2019 - Current | 4 |
Eleven Roses | Hallstead, PA | Sep 2018 - Current | 5 |
Rick Leet Agency | Hallstead, PA | Mar 2016 - Current | 8 |
Nationwide Financial | New Milford, PA | Mar 2016 - Aug 2019 | 3 |
Nationwide Securities LLC | Columbus, OH | Apr 2016 - Aug 2018 | 2 |
Dixie Chopper | Coatesville, IN | Aug 2014 - Mar 2016 | 1 |
Cessna Aircraft | Wichita, KS | Jul 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2016 |
S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- PA
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Total Assets Under Management2,255MILLIONS
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Total Number of Accounts8,430ACCOUNTS
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Average Account Value$267,441
- 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
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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