Brandon Aumiller (CRD# 3242786) is an Investment Advisor Representative working at Sterling Wealth And Retirement Services, LLC in Lewistown, PA and has over 6 years of experience in the finance industry.
CRD# 1340988
J. W. Cole Advisors, Inc.
CRD# 1999758
Lpl Financial LLC
CRD# 6303745
Mcclarren Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bhfm, LLC | St Louis, MO | Oct 2021 - Current | 2 |
| Sterling Wealth And Retirement Services, LLC | Lewistown, PA | Dec 2017 - Current | 6 |
| Brandon Aumiller & Associates, Inc. | Lewistown, PA | Nov 2005 - Current | 18 |
| N/a - Self | Milroy, PA | Jan 1994 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management7MILLIONS
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Total Number of Accounts84ACCOUNTS
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Average Account Value$78,359
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
PA
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