Aaron HendryCRD Number: 6114486
Current Firm: Ameriprise Financial Services, LLC
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.
Lpl Financial LLC
San Luis Wealth Advisors
J.p. Morgan Securities LLC
|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
Total Assets Under Management414,380MILLIONS
Total Number of Accounts1,953,584ACCOUNTS
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.