Aaron Sessions, financial advisor Campbell CA

Aaron Sessions

CRD Number: 5441143
Current Firm: State Farm Investment Management Corp.

Aaron Sessions (CRD# 5441143) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Campbell, CA and has over 13 years of experience in the finance industry.

Similar Advisors
Janine Abad, financial advisor Campbell CA
Janine Abad
CRD# 1223224
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Joseph Abad, financial advisor Campbell CA
Joseph P. Abad
CRD# 4412305
Wells Fargo Clearing Services, LLC
Similar Advisors
Fred Abajelo, financial advisor Campbell CA
Fred D. Abajelo
CRD# 1351279
Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
State Farm Investment Management Company Campbell, CA Apr 2020 - Current < 1
Aaron Session Insurance Agency Campbell, CA Apr 2008 - Current 12
State Farm Vp Management Corp Campbell, CA Oct 2007 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
Contact Info for Aaron R. Sessions
Phone Number: 800-447-0740
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    8,850
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,212,536,226
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.