Aaron Christopherson (CRD# 5289850) is an Investment Advisor Representative working at Security First Advisors in Clackamas, OR and has over 11 years of experience in the finance industry. Aaron Christopherson 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# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Security First Advisors, Inc. | Portland, OR | Nov 2023 - Current | < 1 |
| Zjc Inc. | Vancouver, WA | Apr 2019 - Current | 5 |
| Pinnacle Wealth Advisors, Inc. | Clackamas, OR | Dec 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
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Total Assets Under Management232MILLIONS
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Total Number of Accounts1,213ACCOUNTS
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Average Account Value$191,480
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, ID, OR, TX, WA
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