Aaron Waters, financial advisor Enid OK
90 score

Aaron Waters

CRD Number: 5545930
Current Firm: H.d. Vest Advisory Services, Inc.

Aaron Waters (CRD# 5545930) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Enid, OK and has over 4 years of experience in the finance industry.

Similar Advisors
Alan Stong, financial advisor Enid OK
Alan G. Stong
CRD# 2264277
Raymond James Financial Services Advisors, Inc.
Score
96
Similar Advisors
William Andrew, financial advisor Enid OK
William R. Andrew
CRD# 2255569
Edward Jones
Score
93
Similar Advisors
John Bullis, financial advisor Enid OK
John R. Bullis
CRD# 5126452
Edward Jones
Score
93
Company Name Location Dates Years
Hd Vest Insurance Agency Inc. Yukon, OK Dec 2014 - Current 2
Hd Vest Investment Services Enid, OK Oct 2010 - Current 6
Wymer Brownlee Enid, OK Oct 2010 - Current 6
First Financial Bank Shares Abilene, TX Jul 2010 - Oct 2010 < 1
Paycom Payroll Oklahoma City, OK Nov 2009 - Jul 2010 < 1
Aaron Waters Enid, OK Jun 2009 - Nov 2009 < 1
Edward Jones Enid, MO Feb 2009 - Jun 2009 < 1
The Depot - Abilene Christian Univeristy Abilene, TX Aug 2008 - Jan 2009 < 1
Edward Jones Sapulpa, OK Jun 2008 - Aug 2008 < 1
The Depot - Abilene Christian University Abilene, TX Aug 2007 - May 2008 < 1
Kanakuk Kamps Branson, MO May 2007 - Aug 2007 < 1
The Depot - Abilene Christian Univeristy Abilene, TX Aug 2006 - May 2007 < 1
Kanakuk Kamps Branson, MO Jul 2006 - Aug 2006 < 1
Kanakuk Kamps Branson, MO Jul 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Aaron L. Waters
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.