Aaron Gilman, financial advisor Tampa FL
81 score

Aaron Gilman

CRD Number: 5611425
Current Firm: Independent Financial Partners

Aaron Gilman (CRD# 5611425) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 7 years of experience in the finance industry. Aaron Gilman 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.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Tampa, FL Jul 2011 - Current 5
Independent Financial Partners Tampa, FL Jul 2011 - Current 5
Koss-olinger Consulting, Inc. Gainesville, FL Mar 2009 - May 2011 2
Koss Olinger Gainesville, FL Jun 2008 - May 2011 2
Koss Olinger Gainesville, FL Dec 2007 - Jun 2008 < 1
University Of Florida Gainesville, FL Jun 2004 - May 2008 3
Swamp Restaurant Gainesville, FL May 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Aaron L. Gilman
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
81
Verified Page
Data verified by both the advisor and the public regulatory data.

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