Aaron BuddCRD Number: 6122734
Current Firm: Wilbanks Securities Advisory
Aaron Budd (CRD# 6122734) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Oklahoma City, OK and has over 5 years of experience in the finance industry.
Lpl Financial LLC
Mark I Asset Management, Ltd
Heritage Institutional Services, LLC
|Wilbanks Securities||Oklahoma City, OK||Aug 2012 - Current||5|
|Pignato, Cooper, Kolker & Roberson Pc||Oklahoma City, OK||Oct 2011 - Aug 2012||< 1|
|Unemployed||Edmond, OK||May 2011 - Sep 2011||< 1|
|Univ. Of San Diego Entrepreneurship||San Diego, CA||Jan 2011 - May 2011||< 1|
|University Of San Diego||San Dieago, CA||Aug 2008 - May 2011||2|
|U.s. Attorney's Office||San Diego, CA||Aug 2010 - Dec 2010||< 1|
|Ca Dept Of Corporations||San Diego, CA||May 2010 - Jul 2010||< 1|
|Hamilton & Mcinnis||San Diego, CA||Oct 2009 - Jul 2010||< 1|
|San Diego Yacht Club||San Diego, CA||May 2007 - Aug 2009||2|
|Prudential Dunn Realtors||San Diego, CA||Feb 2007 - Dec 2007||< 1|
|Point Loma Nazarene University||San Diego, CA||Aug 2004 - May 2007||2|
|Johnny Carino's||Oklahoma City, OK||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management121MILLIONS
Total Number of Accounts810ACCOUNTS
Average Account Value$149,383
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MD, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, UT, VA, VT, WV
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