Aaron Tice, financial advisor Grand Junction CO
83 score

Aaron Tice

CRD Number: 5337696
Current Firm: Delphi Wealth Partners

Aaron Tice (CRD# 5337696) is an Investment Advisor Representative working at Delphi Wealth Partners in Grand Junction, CO and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Wsas Insurance Brokerage, LLC Grand Junction, CO Oct 2015 - Current 2
West Slope Advisory Services LLC Grand Junction, CO Jul 2015 - Current 2
West Slope Advisory Services LLC Grand Junction, CO May 2015 - Current 3
Ameriprise Financial Services, Inc. Vancouver, WA May 2007 - Jul 2015 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Aaron R. Tice
Phone Number: 360-713-3060
Registered State(s):
  • CA
  • TX
  • WA
  • CO
  • OR
Current Firm Details
Delphi Wealth Partners
Firm's CRD Number: 268825
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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