Aaron LeeperCRD Number: 5985287
Current Firm: Wells Fargo Advisors, LLC
Aaron Leeper (CRD# 5985287) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 5 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors, LLC||St. Louis, MO||Nov 2012 - Current||5|
|Wells Fargo||St. Louis, MO||May 2011 - Nov 2012||1|
|State Street||Kansas City, MO||Dec 2010 - May 2011||< 1|
|Image Impact||Prarire Village, MO||Oct 2008 - Dec 2010||2|
|Aflac||St. Charles, MO||Aug 2006 - Oct 2008||2|
|Cord Morving And Storage||St. Louis, MO||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2013|
|S66||NASAA Uniform Combined State Law Examination||Nov 2015|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV