Aaron Budd, financial advisor Oklahoma City OK
90 score

Aaron Budd

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Aaron P. Budd
Phone Number: 405-842-0202
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    810
    ACCOUNTS
  • Average Account Value
    $149,383
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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