Unclaimed
Aaron Gore is a financial advisor with LPL Financial LLC. Aaron has been in the financial services industry since August 1999. Aaron is registered as a Broker and an Investment Advisor Representative in South Carolina and as an Investment Advisor Representative in Texas. Aaron has his Series 7, 63, and 65 licenses. Aaron has been a financial advisor for over 24 years, working with Ameriprise Financial Services, Inc. and Voya Financial Advisors, Inc. prior to LPL Financial. Aaron is also a soccer coach and referee.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
06/12/2024 - Present
LPL Financial LLC (MOUNT PLEASANT SC)
SC
02/07/2020 - 06/17/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Myrtle Beach SC)
SC
10/09/2000 - 02/12/2020
VOYA FINANCIAL ADVISORS, INC. (MT PLEASANT SC)
MO
08/24/1999 - 11/10/2000
EDWARD JONES (ST. LOUIS MO)
IA
Issued 04/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Aaron Gore is the right advisor for you? Invested Better is here to help.