Aaron Halterman (CRD# 5710505) is an Investment Advisor Representative working at Primerica Advisors in Gallatin, TN and has over 14 years of experience in the finance industry.
CRD# 6608563
Edward Jones
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 | 16 |
| 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 |
- TN
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- 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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