Aaron Marsh, financial advisor Royal Oak MI
93 score

Aaron Marsh

CRD Number: 4608423
Current Firm: Citizens Securities, Inc.

Aaron Marsh (CRD# 4608423) is an Investment Advisor Representative working at Citizens Securities, Inc. in Royal Oak, MI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Charterone Bank Birmingham, MI Apr 2014 - Current 2
Cco Investment Services Birmingham, MI Apr 2014 - Current 2
J.p. Morgan Securities LLC Detroit, MI Oct 2012 - Apr 2014 1
Jp Morgan Chase Bank Na Harper Woods, MI Feb 2010 - Apr 2014 4
Life Builders Detroit, MI Apr 2013 - Jan 2014 < 1
Chase Investment Services Corp Harper Woods, MI Feb 2010 - Oct 2012 2
Chesseburger In Paradise Sterling Heights, MI Nov 2007 - Feb 2010 2
Marsh Financial Service Company Detroit, MI Jun 2004 - Feb 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2010
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Aaron O. Marsh
Phone Number: 1-800-942-8300
Registered State(s):
  • FL
  • IL
  • MI
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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