Aaron Brown, financial advisor Santa Barbara CA

Aaron Brown

CRD Number: 4864142
Current Firm: Creativeone Wealth, LLC

Aaron Brown (CRD# 4864142) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Santa Barbara, CA and has over 19 years of experience in the finance industry.

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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2005
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Aaron D. Brown
Phone Number: (888) 798-2360
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,880
    MILLIONS
  • Total Number of Accounts
    19,806
    ACCOUNTS
  • Average Account Value
    $145,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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