Aaron Simpson (CRD# 6950543) is an Investment Advisor Representative working at Alpha Planning And Financial Services, Inc. in Solon, OH and has over 6 years of experience in the finance industry. Aaron Simpson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Simpson Financial Services, LLC | Solon, OH | Jan 2019 - Current | 5 |
| Alpha Planning & Financial Services, Inc. | Solon, OH | Jul 2017 - Current | 6 |
| Unemployed | Cleveland, OH | Apr 2017 - Jun 2017 | < 1 |
| Clarity 2 Prosperity Advisory Group | Westlake, OH | Jun 2016 - Mar 2017 | < 1 |
| Unemployed | Cleveland, OH | Feb 2016 - May 2016 | < 1 |
| Carrara Companies | Richfield, OH | Oct 2015 - Feb 2016 | < 1 |
| Enterprise Holdings, Ltd. | Strongsville, OH | May 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- FL
- OH
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Total Assets Under Management58MILLIONS
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Total Number of Accounts369ACCOUNTS
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Average Account Value$158,348
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
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- Educational seminars/workshops
FL, OH
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