Aaron Beeson (CRD# 7349233) is an Investment Advisor Representative working at Seek First Inc. in Ellensburg, WA and has over 4 years of experience in the finance industry.
CRD# 2883618
Commonwealth Financial Network
CRD# 6531942
Edward Jones
CRD# 4636828
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seek First Inc. | Campbell, CA | Jun 2021 - Current | 2 |
| Cambridge Advisor Solutions | Ellensburg, WA | Oct 2016 - Current | 7 |
| Beeson LLC | Ellensburg, WA | May 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- WA
-
Total Assets Under Management135MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$900,000
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, WA
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