Aaron Clarke, financial advisor Rockville MD

Aaron Clarke

CRD Number: 6358237
Current Firm: Halpern Financial, Inc.

Aaron Clarke (CRD# 6358237) is an Investment Advisor Representative working at Halpern Financial, Inc. in Rockville, MD and has over 4 years of experience in the finance industry. Aaron Clarke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Halpern Financial, Inc. Ashburn, VA Oct 2018 - Current 2
Acorn Financial Advisory Services, Inc. Reston, VA Feb 2016 - Oct 2018 2
The Strategic Financial Alliance, Inc. Atlanta, GA Dec 2015 - Oct 2018 2
Acorn Financial Services, Inc. Reston, VA Oct 2015 - Oct 2018 3
The Strategic Financial Alliance, Inc. Atlanta, GA Oct 2015 - Dec 2015 < 1
Advisors Financial, Inc. Vienna, VA Jun 2014 - Oct 2015 1
Virginia Tech Blacksburg, VA Aug 2011 - May 2014 2
Harpers Insurance Allstate Charlottesville, VA Jun 2013 - Aug 2013 < 1
Golds Gym Charlottesville, VA Mar 2010 - Aug 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2016
Contact Info for Aaron W. Clarke
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States


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