Aaron Wolgamott (CRD# 6440889) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, OR and has over 8 years of experience in the finance industry.
CRD# 2795104
True Private Wealth Advisors, LLC
CRD# 5919156
Ameriprise Financial Services, LLC
CRD# 5619235
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Albany, OR | May 2022 - Current | 1 |
Cuna Brokerage Services | Waverly, IA | Aug 2021 - Current | 2 |
Cuna Mutual Group | Waverly, IA | Aug 2021 - Current | 2 |
A+ Flagging | Aumsville, OR | Apr 2021 - Aug 2021 | < 1 |
Bankers Life Advisory Service | Salem, OR | Aug 2019 - Apr 2021 | 1 |
Bankers Life Securities | Salem, OR | Aug 2019 - Apr 2021 | 1 |
Bankers Life | Salem, OR | Jul 2019 - Apr 2021 | 1 |
Unemployed | Portland, OR | May 2019 - Jul 2019 | < 1 |
Transamerica Financial Advisors, Inc. | Portland, OR | Aug 2018 - May 2019 | < 1 |
World Financial Group, Inc. | Portland, OR | Jun 2018 - May 2019 | < 1 |
Edward Jones | Keizer, OR | Jan 2015 - May 2018 | 3 |
Unemployed | Lebanon, OR | Aug 2014 - Jan 2015 | < 1 |
Southside Church Of Christ | Lebanon, OR | Jun 2002 - Dec 2014 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- OR
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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