Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Langston is a financial advisor with Mercer Global Advisors Inc. located in Walnut Creek, California. Aaron is a Certified Financial Planner™ professional with experience in the financial industry since January 2007. Aaron holds licenses in California, Louisiana and Texas. Aaron has been with Mercer Global Advisors Inc. since May 2015.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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CA
08/21/2023 - Present
Mercer Global Advisors Inc. (Walnut Creek CA)
CA
01/10/2007 - 03/28/2011
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
BOTH
Issued 05/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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