Unclaimed
Aaron Combs is a financial advisor with Q2 Wealth Management. Aaron has been in the financial industry since 2013, with experience in both the investment and insurance sectors. Aaron is also a Registered Investment Advisor, having passed the Uniform Investment Adviser Law Examination in November 2024. Aaron offers a variety of financial planning services, including portfolio management for individuals and businesses, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
KY
11/27/2024 - Present
Q2 Wealth Management (LEXINGTON KY)
Active
Inactive
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