Aaron Monegan (CRD# 7431834) is an Investment Advisor Representative working at Primerica Advisors in Tallmadge, OH and has over 2 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 4690465
Key Investment Services LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Savannah, GA | Sep 2021 - Current | 2 |
| Primerica Financial Services | Savannah, GA | Jul 2021 - Current | 2 |
| Unemployed | Savannah, GA | May 2021 - Jul 2021 | < 1 |
| Savannah Tech | Savannah, GA | Jan 2020 - May 2021 | 1 |
| Unemployed | Savannah, GA | Jun 2019 - Jan 2020 | < 1 |
| Perspecta Inc. (vencore Inc.) | Ft Stewart / Hunter Army Air Field, GA | Jul 2016 - Jun 2019 | 2 |
| Vencore Inc. (qinetiq North America) | Schofield Barracks, HI | Sep 2011 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
| S63 | Uniform Securities State Law Examination | Oct 2021 |
- GA
- TX
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Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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