Aaron Davis (CRD# 6270715) is an Investment Advisor Representative working at Preferred Retirement Options, Inc. in Las Vegas, NV and has over 9 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Preferred Retirement Options | Idaho Falls, ID | Apr 2018 - Current | 5 |
Barkdull Financial Group | Las Vegas, NV | Apr 2015 - Current | 8 |
Dce Billing | Las Vegas, NV | Feb 2016 - Sep 2016 | < 1 |
Mml Investors Services LLC | Las Vegas, NV | Jul 2014 - Feb 2016 | 1 |
Massmutual Life Insurance Company | Las Vegas, NV | Jun 2014 - Feb 2016 | 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Nov 2013 - Jul 2014 | < 1 |
Northwestern Mutual Investment Services, LLC | Las Vegas, NV | Nov 2013 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
S63 | Uniform Securities State Law Examination | May 2014 |
S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- NV
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AZ, ID, NV, TX, UT, WY
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