Aaron OskeyCRD Number: 5284187
Current Firm: Lpl Financial LLC
Aaron Oskey (CRD# 5284187) is an Investment Advisor Representative working at Lpl Financial LLC in Romeo, MI and has over 9 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
|Lpl Financial LLC||Clarkston, MI||May 2011 - Current||6|
|Firstmerit Bank||Clarkston, MI||May 2011 - Current||6|
|Red Cross Genesee-lapeer Chapter||Flint, MI||Aug 2010 - Current||7|
|Jp Morgan Chase Bank Na||Davison, MI||Jan 2011 - May 2011||< 1|
|Chase Investment Services Corp||Flint, MI||Jan 2011 - May 2011||< 1|
|Waddell & Reed.inc.||Flint, MI||May 2008 - Dec 2010||2|
|Centurion Mortgage||Fenton, MI||Oct 2007 - Dec 2010||3|
|Cfd Investments, Inc.||Kokomo, IN||Jul 2006 - May 2008||1|
|Barnett Financial Group||Grand Blanc, MI||Jul 2006 - Mar 2008||1|
|Direct Mortgage||Grand Blanc, MI||Jul 2006 - Oct 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2008|
|S66||NASAA Uniform Combined State Law Examination||Nov 2010|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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