Aaron Emory (CRD# 7354583) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 2 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
First Citizens Bank | York, SC | Sep 2021 - Current | 2 |
First Citizens Investor Services | Raleigh, NC | Sep 2021 - Current | 2 |
W&s Brokerage | Cincinatti, OH | Mar 2021 - Sep 2021 | < 1 |
Western And Southern Life | Shelby, NC | Feb 2021 - Sep 2021 | < 1 |
Elmcroft Of Shelby | Shelby, NC | Jan 2020 - Jan 2021 | 1 |
Unemployed | Boone, NC | May 2019 - Dec 2019 | < 1 |
Westrock | Forest City, NC | Jan 2018 - Apr 2019 | 1 |
Rutherford Gold Club | Rutherfordton, NC | May 2017 - Dec 2017 | < 1 |
Unemployed | Forest City, NC | Nov 2016 - Apr 2017 | < 1 |
Manpower | Shelby, NC | Oct 2010 - Oct 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2021 |
S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- NC
-
Total Assets Under Management1,729MILLIONS
-
Total Number of Accounts6,086ACCOUNTS
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Average Account Value$284,149
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, UT, VA, WA, WI, WV
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