Aaron Archambo (CRD# 2587428) is an Investment Advisor Representative working at Archambo Financial Advisors, Inc. in Bartlesville, OK and has over 27 years of experience in the finance industry. Aaron Archambo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2196908
Lpl Financial LLC
CRD# 4632835
Perspective Advisors, LLC
CRD# 6204844
First Investment Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calton & Associates, Inc. | Bartlesville, OK | Jun 2023 - Current | < 1 |
| Archambo Financial Advisors, Inc. | Bartlesville, OK | Jan 2004 - Current | 20 |
| Dominion Investor Services, Inc. | Bartlesville, OK | Jan 1995 - Jun 2023 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1997 |
- OK
- TX
-
Total Assets Under Management158MILLIONS
-
Total Number of Accounts215ACCOUNTS
-
Average Account Value$734,786
- 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
OK, TX
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