Aaron Sanderson (CRD# 7257767) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Powell, TN and has over 3 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Salt Lake City, UT | May 2020 - Current | 3 |
| The Colony At White Pine | Park City, UT | Nov 2019 - May 2020 | < 1 |
| High West Distillery | Park City, UT | May 2019 - Oct 2019 | < 1 |
| Snowbird Ski Resort | Sandy, UT | Dec 2018 - May 2019 | < 1 |
| Vail Resorts | Park City, UT | Aug 2018 - Dec 2018 | < 1 |
| Blue Iguana | Park City, UT | Jul 2016 - Aug 2018 | 2 |
| Promontory Club | Park City, UT | May 2016 - Jul 2016 | < 1 |
| Ski N See | Park City, UT | Dec 2015 - May 2016 | < 1 |
| Pellissippi State Community College | Knoxville, TN | Jun 2014 - Dec 2015 | 1 |
| Gorgoza Park | Park City, UT | Nov 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
| S63 | Uniform Securities State Law Examination | Sep 2020 |
- TN
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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