Aaron Gaines (CRD# 7424374) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 2 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services, Inc. | Montpelier, VT | Jan 2022 - Current | 2 |
| Landmark Financial | Vergennes, VT | Aug 2021 - Current | 2 |
| Counseling Service Of Addison County | Middlebury, VT | Aug 2020 - Aug 2021 | 1 |
| Moonlit Night Cafe | Ferrisburgh, VT | Jun 2018 - Aug 2020 | 2 |
| Linden L.a.n.d Group | Hinesburg, VT | Jun 2018 - Aug 2018 | < 1 |
| Mr. Ups Restaurant | Middlebury, VT | Jun 2014 - Jun 2018 | 4 |
| Unemployed | Vergennes, VT | Jan 2003 - May 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
| S63 | Uniform Securities State Law Examination | Feb 2022 |
- VT
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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