Aaron HaltermanCRD Number: 5710505
Current Firm: Primerica Advisors
Aaron Halterman (CRD# 5710505) is an Investment Advisor Representative working at Primerica Advisors in Gallatin, TN and has over 13 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Ubs Financial Services Inc.
|Westmoreland Middle School||Galliton, TN||Aug 2023 - Current||< 1|
|Pfs Investments Inc.||Gallatin, TN||Sep 2009 - Current||14|
|Primerica Financial Services||Gallatin, TN||Feb 2008 - Current||15|
|Unemployed||Rochester, NY||Feb 2016 - Jul 2016||< 1|
|Te Connectivity||Rochester, NY||Jul 2011 - Feb 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2010|
|S65||NASAA Investment Advisors Law Examination||Nov 2021|
Total Assets Under Management7,088MILLIONS
Total Number of Accounts56,552ACCOUNTS
Average Account Value$125,337
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY
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