Aaron Davis, financial advisor Las Vegas NV

Aaron Davis

CRD Number: 6270715
Current Firm: Preferred Retirement Options, Inc.

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.

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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
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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
Contact Info for Aaron B. Davis
Phone Number: 208-521-2957
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AZ, ID, NV, TX, UT, WY

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