Aaron Cary, financial advisor Waterford MI

Aaron Cary

CRD Number: 6087502
Current Firm: Financial Freedom House

Aaron Cary (CRD# 6087502) is an Investment Advisor Representative working at Financial Freedom House in Waterford, MI and has over 11 years of experience in the finance industry.

Similar Advisors
Nicholas Goode, financial advisor Waterford MI
Nicholas T. Goode
CRD# 4661126
Lpl Financial LLC
Similar Advisors
Kenneth Duetsch, financial advisor Waterford MI
Kenneth R. Duetsch
CRD# 2117710
Grand Capital Advisors, LLC
Similar Advisors
Stephen Schiestel, financial advisor Waterford MI
Stephen M. Schiestel
CRD# 7076674
Grand Capital Advisors, LLC
Company Name Location Dates Years
Cygnet Financial Planning, Inc. (dba Financial Freedom House) Waterford, MI Dec 2012 - Current 11
Triad Advisors Norcross, GA Jun 2012 - Oct 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Aaron A. Cary
Phone Number: 248-673-2900
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    151
    MILLIONS
  • Total Number of Accounts
    1,021
    ACCOUNTS
  • Average Account Value
    $148,279
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

FL, MI, NC, PA, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.