Aaron Moon, financial advisor Santa Clara CA
89 score

Aaron Moon

CRD Number: 6220670
Current Firm: Creative Financial Designs, Inc.

Aaron Moon (CRD# 6220670) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Santa Clara, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cwm Advisors, Llc Dba Inspire Hollister, CA Apr 2016 - Current 1
Cfd Investments Kokomo, IN Jul 2015 - Current 2
Creative Financial Designs Kokomo, IN Jul 2015 - Current 2
Next Financial San Jose, CA Jan 2014 - Jul 2015 1
Morton's Steakhouse San Jose, CA Jun 2013 - Sep 2014 1
Next Financial Group San Jose, CA May 2013 - Jan 2014 < 1
Alexander's Steakhouse Cupertino, CA Oct 2013 - Dec 2013 < 1
Ced Santa Ana, CA Oct 2012 - May 2013 < 1
Morton's Steak House San Jose, CA Jun 2010 - Sep 2012 2
Red Rock Coffee Company San Jose, CA Sep 2008 - Sep 2012 4
Student Gilroy, CA Sep 2003 - Sep 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Aaron D. Moon
Phone Number: 765-453-9600
Registered State(s):
  • CA
  • HI
  • WA
By the Numbers
  • Total Assets Under Management
    800
    MILLIONS
  • Total Number of Accounts
    6,786
    ACCOUNTS
  • Average Account Value
    $117,869
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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