Aaron Bethune (CRD# 6238143) is an Investment Advisor Representative working at Lpl Financial LLC in Montgomery, AL and has over 10 years of experience in the finance industry.
CRD# 2625151
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6136995
Edward Jones
CRD# 1844516
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Montgomery, AL | Feb 2023 - Current | 1 |
| Lincoln Financial Advisors | Montgomery, AL | May 2019 - Feb 2023 | 3 |
| Proequities Inc. | Montgomery, AL | Oct 2016 - May 2019 | 2 |
| Dba -- Legacy Advisory Group | Montgomery, AL | Sep 2016 - May 2019 | 2 |
| Gwn Securities, Inc. | Adel, GA | Feb 2016 - Sep 2016 | < 1 |
| Pfs Investments Inc. | Birmingham, AL | Oct 2013 - Feb 2016 | 2 |
| Primerica Financial Services | Birmingham, AL | Feb 2013 - Feb 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2014 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- AL
- TX
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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