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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Dahlgren Miller is a financial advisor with Scharf Investments, LLC. Aaron is a Registered Investment Advisor and holds the Series 7 and Series 66 securities licenses. He is also a Chartered Financial Analyst. Aaron has been in the financial services industry since 2010 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and investment companies. Scharf Investments, LLC is an investment advisory firm that provides financial planning, portfolio management, and other investment services to individuals, corporations, and institutions. The firm has over $4.5 billion in assets under management and a team of experienced financial professionals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model recommendations
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
CA
03/04/2020 - Present
Scharf Investments, LLC (LOS GATOS CA)
GA
07/07/2011 - 01/16/2014
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
GA
04/15/2010 - 07/29/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (CUMMING GA)
BOTH
Issued 06/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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