Aron Pinson (CRD# 4730525) is an Investment Advisor Representative working at Equinum, LLC in Brooklyn, NY and has over 20 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lps Financial LLC | New York, NY | Jul 2019 - Current | 4 |
Equinum, LLC | Brooklyn, NY | May 2019 - Current | 4 |
Lps Financial LLC | New York, NY | Jun 2013 - Jul 2019 | 6 |
Sterne Agee | Charlotte, NC | Feb 2012 - Jan 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2004 |
S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- CA
- NY
-
Total Assets Under Management350MILLIONS
-
Total Number of Accounts137ACCOUNTS
-
Average Account Value$2,552,774
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NJ, NY
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