Aaron Salmon, financial advisor Charlotte NC

Aaron Salmon

CRD Number: 3072735
Current Firm: Pathfinder Planning LLC

Aaron Salmon (CRD# 3072735) is an Investment Advisor Representative working at Pathfinder Planning LLC in Charlotte, NC and has over 25 years of experience in the finance industry. Aaron Salmon 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.

Similar Advisors
Don Stamas, financial advisor Charlotte NC
Don Stamas
CRD# 2867492
Defender Capital
Similar Advisors
Gianni Abballe, financial advisor Charlotte NC
Gianni T. Abballe
CRD# 5753288
Morgan Stanley
Similar Advisors
Michael Abbott, financial advisor Charlotte NC
Michael J. Abbott
CRD# 6172815
Edward Jones
Professional Designations
Company Name Location Dates Years
Pathfinder Planning LLC Lake Wylie, SC Mar 2017 - Current 7
Homemaker Charlotte, NC Apr 2009 - Feb 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
Contact Info for Aaron M. Salmon
Phone Number: 704-301-7522
Registered State(s):
  • NC
  • SC
Current Firm Details
Pathfinder Planning LLC
Firm's CRD Number: 154713
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $168,634
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

NC, SC

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 derived from SEC.gov data covering 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.

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.