Aaron Hart (CRD# 7681162) is an Investment Advisor Representative working at Mosaic Advisors in Houston, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mosaic Advisors | Houston, TX | Jan 2023 - Current | 1 |
| Mosaic Advisors | Houston, TX | Feb 2022 - Dec 2022 | < 1 |
| University Of Houston | Houston, TX | Aug 2019 - Feb 2022 | 2 |
| Mre Consulting | Houston, TX | May 2021 - Aug 2021 | < 1 |
| Main Squeeze Juice Company | Katy, TX | Jul 2020 - May 2021 | < 1 |
| Clear Span Engineering | Houston, TX | Jun 2019 - Aug 2019 | < 1 |
| Anthonie's Market Grill | Simonton, TX | Mar 2019 - Jun 2019 | < 1 |
| High School | Fulshear, TX | Aug 2015 - Mar 2019 | 3 |
| Clean Span Engineering | Houston, TX | Jun 2018 - Aug 2018 | < 1 |
| Victor's Mexican Grille | Fulshear, TX | Feb 2017 - Jun 2017 | < 1 |
| Junior High School | Richmond, TX | Jan 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- TX
-
Total Assets Under Management326MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$2,170,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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