Patrick AaronCRD Number: 5335512
Current Firm: H.d. Vest Advisory Services, Inc.
Patrick Aaron (CRD# 5335512) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Mcmurray, PA and has over 9 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|H.d.vest Investment Services||Mcmurray, PA||Dec 2013 - Current||3|
|H.d. Vest Advisory Services||Clarion, PA||Dec 2013 - Current||3|
|H.d.vest Insurance Agency||Mcmurray, PA||Dec 2013 - Current||3|
|Aaron Accounting, Pc||Mcmurray, PA||Nov 2013 - Current||3|
|Pnc Bank||Pittsburgh, PA||Mar 2009 - Oct 2013||4|
|Pnc Investments||Pittsburgh, PA||Mar 2009 - Oct 2013||4|
|Wachovia Bank, N.a.||Baltimore, MD||May 2007 - Mar 2009||1|
|Wachovia Securities, LLC||Baltimore, MD||May 2007 - Mar 2009||1|
|S&t Bank||Dubois, PA||Feb 2004 - Mar 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV