Aaron Hendry (CRD# 6114486) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Luis Obispo, CA and has over 10 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Luis Obispo, CA | Jul 2018 - Current | 4 |
| Coast Hills Credit Union | Santa Maria, CA | Jan 2017 - Jul 2018 | 1 |
| Lpl Financial LLC | Santa Maria, CA | Jan 2017 - Jul 2018 | 1 |
| Wells Fargo Clearing Services, LLC | Paso Robles, CA | Nov 2016 - Jan 2017 | < 1 |
| Wells Fargo Bank, Na | Paso Robles, CA | May 2015 - Jan 2017 | 1 |
| Wells Fargo Advisors, LLC | Paso Robles, CA | Jun 2015 - Nov 2016 | 1 |
| Unemployed | San Luis Obispo, CA | Jan 2015 - May 2015 | < 1 |
| Blakeslee And Blakeslee Inc. | San Luis Obispo, CA | Aug 2012 - Dec 2014 | 2 |
| San Luis Pension Consultants | San Luis Obispo, CA | Jan 1998 - Dec 2013 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management414,380MILLIONS
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Total Number of Accounts1,953,584ACCOUNTS
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Average Account Value$212,113
- 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
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- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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