Aaron Anderson, financial advisor Mooresville NC
90 score

Aaron Anderson

CRD Number: 6326777
Current Firm: Kestra Advisory Services, LLC

Aaron Anderson (CRD# 6326777) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mooresville, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current 2
Nfp Securities, Inc. Washington, NJ Apr 2014 - Apr 2016 2
Hillsborough Community College Tampa, FL Aug 2007 - May 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Aaron A. Anderson
Phone Number: 7374437101
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
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
  • Selection of other advisers (including private fund managers)
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
90
Clean Record
This advisor has a clean track record with regulators.

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