Aaron Harken (CRD# 2777443) is an Investment Advisor Representative working at Cgi Wealth Advisors, Inc. in Frazer, PA and has over 27 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cgi Wealth Advisors, Inc. | Frazer, PA | Dec 2020 - Current | 3 |
| The Conestoga Group | Malvern, PA | Aug 2000 - Current | 23 |
| Commonwealth Financial Network | Frazer, PA | Sep 2010 - Dec 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
- PA
-
Total Assets Under Management99MILLIONS
-
Total Number of Accounts111ACCOUNTS
-
Average Account Value$891,335
- 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
DE, NJ, PA
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