Donald Aaron (CRD# 7163659) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Danville, VA and has over 4 years of experience in the finance industry.
CRD# 2695770
Edward Jones
CRD# 6491200
Cambridge Investment Research Advisors, Inc.
CRD# 5019108
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regal Investment Advisors | Danville, VA | Jun 2021 - Current | 2 |
| Ae Wealth Management, LLC | Topeka, KS | Aug 2019 - Jun 2021 | 1 |
| Aaron And Associates, LLC | Danville, VA | Aug 2008 - Jun 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- VA
-
Total Assets Under Management2,550MILLIONS
-
Total Number of Accounts12,870ACCOUNTS
-
Average Account Value$198,173
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, 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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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