Aaron Herrscher (CRD# 6951910) is an Investment Advisor Representative working at Financial Sense Advisors, Inc. in San Diego, CA and has over 4 years of experience in the finance industry.
CRD# 2946276
Lpl Financial LLC
CRD# 1563615
Ubs Financial Services Inc.
CRD# 2705314
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Financial Sense Wealth Management | San Diego, CA | Jul 2020 - Current | 4 |
Sage Stone Wealth Management LLC | San Diego, CA | Jan 2019 - Jun 2020 | 1 |
Sage Stone Wealth Management LLC | San Diego, CA | Sep 2018 - Dec 2018 | < 1 |
Ameriprise Financial Services, Inc. | San Diego, CA | May 2018 - Aug 2018 | < 1 |
California State University Of San Marcos | San Marcos, CA | Sep 2017 - May 2018 | < 1 |
California State University Of San Marcos | San Marcos, CA | Sep 2014 - May 2018 | 3 |
Phil's Bbq | Escondido, CA | May 2017 - Sep 2017 | < 1 |
California State University Of San Marcos | San Marcos, CA | May 2016 - May 2017 | 1 |
California State University Of San Marcos | San Marcos, CA | Jul 2015 - May 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
S63 | Uniform Securities State Law Examination | Mar 2021 |
- CA
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Total Assets Under Management568MILLIONS
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Total Number of Accounts1,069ACCOUNTS
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Average Account Value$531,712
- 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
- Selection of other advisers (including private fund managers)
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