Aaron Halterman, financial advisor Gallatin TN

Aaron Halterman

CRD 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 12 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Gallatin, TN Sep 2009 - Current 12
Primerica Financial Services Gallatin, TN Feb 2008 - Current 14
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
Contact Info for Aaron A. Halterman
Phone Number: 800-544-5445
Firm Website: http://www.primerica.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    7,114
    MILLIONS
  • Total Number of Accounts
    49,061
    ACCOUNTS
  • Average Account Value
    $145,001
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY

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