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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 Vickar is an investment advisor representative associated with The Colony Group, LLC. Aaron is registered with the Securities and Exchange Commission and holds the Series 7, 63 and 66 securities licenses. Aaron has been in the industry for over 20 years and has worked at both Buckingham Strategic Wealth, LLC and BAM Management, LLC. Aaron has a long history of working in the financial services industry and has a strong track record of success. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. The Colony Group, LLC is a fee-based investment advisor with a focus on providing high-quality, personalized financial advice. The firm manages over $21 billion in assets for a wide range of clients, including individuals, families, businesses, and charitable organizations. The Colony Group, LLC offers a comprehensive suite of financial services, including investment management, financial planning, retirement planning, estate planning, and insurance. If you are looking for a qualified and experienced financial advisor, Aaron is a great choice.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MO
07/01/2024 - Present
THE Colony Group, LLC (CLAYTON MO)
AZ
05/24/2002 - 05/21/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 08/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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