Aaron Mabon, financial advisor Lagrange GA

Aaron Mabon

CRD Number: 4791056
Current Firm: Commonwealth Financial Network

Aaron Mabon (CRD# 4791056) is an Investment Advisor Representative working at Commonwealth Financial Network in Lagrange, GA and has over 19 years of experience in the finance industry.

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Commonwealth Financial Network
Company Name Location Dates Years
True North Investments Lagrange, GA Aug 2016 - Current 7
Commonwealth Financial Network Waltham, MA Nov 2012 - Current 11
Ellis & Ellis Investment Management, LLC Greenville, GA Nov 2012 - Aug 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Aaron Mabon
Phone Number: 781-736-0700
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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