Aaron Moon, financial advisor Hollister CA
90 score

Aaron Moon

CRD Number: 6220670
Current Firm: Inspire

Aaron Moon (CRD# 6220670) is an Investment Advisor Representative working at Inspire in Hollister, CA and has over 4 years of experience in the finance industry.

Similar Advisors
Brenda Friederich, financial advisor Hollister CA
Brenda L. Friederich
CRD# 4630119
Rnp Advisory Services, Inc.
Similar Advisors
Kimberly Gaxiola, financial advisor Hollister CA
Kimberly K. Gaxiola
CRD# 2649903
Cambridge Investment Research Advisors, Inc.
Similar Advisors
David Johanson, financial advisor Hollister CA
David L. Johanson
CRD# 1540740
Johanson Financial Advisors, Inc.
Company Name Location Dates Years
Cwm Advisors, Llc Dba Inspire Hollister, CA Apr 2016 - Current 1
Cfd Investments Kokomo, IN Jul 2015 - Aug 2016 1
Creative Financial Designs Kokomo, IN Jul 2015 - Aug 2016 1
Next Financial San Jose, CA Jan 2014 - Jul 2015 1
Morton's Steakhouse San Jose, CA Jun 2013 - Sep 2014 1
Next Financial Group San Jose, CA May 2013 - Jan 2014 < 1
Alexander's Steakhouse Cupertino, CA Oct 2013 - Dec 2013 < 1
Ced Santa Ana, CA Oct 2012 - May 2013 < 1
Morton's Steak House San Jose, CA Jun 2010 - Sep 2012 2
Red Rock Coffee Company San Jose, CA Sep 2008 - Sep 2012 4
Student Gilroy, CA Sep 2003 - Sep 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Aaron D. Moon
Phone Number: (877) 658-9473
Registered State(s):
  • CA
  • LA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Pension consulting services
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.