Aaron Miner, financial advisor Kennett Square PA
93 score

Aaron Miner

CRD Number: 4550852
Current Firm: Mml Investors Services, LLC

Aaron Miner (CRD# 4550852) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kennett Square, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services Kennett Square, PA Sep 2013 - Current 3
Mass Mutual Life Insurance Company Kennett Square, PA Aug 2013 - Current 3
Home (unemployed) Glen Mills, PA Mar 2013 - Aug 2013 < 1
University Of Stellenbosch Stellenbosch, Mar 2011 - Mar 2013 2
Home (unemployed) Glen Mills, PA May 2010 - Mar 2011 < 1
Westminster Theological Seminary Glenside, PA Jul 2006 - May 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Aaron T. Miner
Phone Number: (413)737-8400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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