Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Adcock is an investment advisor representative with Captrust. Aaron has been in the financial services industry for over 17 years. Aaron's career has included prior roles with First Allied Securities, Inc., Chase Investment Services Corp., Charles Schwab & Co., Inc. and Morgan Stanley DW Inc. Aaron holds FINRA Series 7, 31 and 66 securities licenses. Aaron is registered in several states including Arizona, California, Colorado, Florida, Illinois, Indiana, Kentucky, Maine, Michigan, North Carolina, and Ohio. Aaron is registered as an investment advisor representative with Captrust in Indiana. Aaron is a member of the Town of Burns Harbor Plan Commission.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IN
05/06/2020 - Present
Captrust (Chesterton IN)
IN
02/15/2012 - 05/06/2020
FIRST ALLIED SECURITIES, INC. (CHESTERTON IN)
OH
04/25/2011 - 01/06/2012
CHASE INVESTMENT SERVICES CORP. (AKRON OH)
OH
03/09/2005 - 03/31/2011
CHARLES SCHWAB & CO., INC. (RICHFIELD OH)
NY
09/30/2004 - 02/03/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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