Unclaimed
Aaron Mabon is a financial advisor registered with Commonwealth Financial Network. Aaron has been in the securities industry since May 29, 2007 and has been registered with Commonwealth Financial Network since November 15, 2012. Previously, Aaron was affiliated with LPL FINANCIAL LLC from March 31, 2009 to November 27, 2012 and WORLD GROUP SECURITIES, INC. from December 17, 2004 to October 19, 2006. Aaron holds Series 6, 7, 63 and 66 licenses and has passed the SIE exam. Aaron is currently registered to provide investment advisory services in Georgia. Aaron is also a registered representative with Commonwealth Financial Network in Alabama, California, Georgia, Illinois, Louisiana, Michigan, Mississippi, Missouri, Nebraska, North Carolina, Ohio, South Carolina, Tennessee and Wisconsin. Aaron specializes in retirement planning, insurance, estate planning, college savings, and business planning. Aaron is also a co-owner of True North Investments, LLC. Aaron is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
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
GA
11/15/2012 - Present
Commonwealth Financial Network (LaGrange GA)
GA
03/31/2009 - 11/27/2012
LPL FINANCIAL LLC (LAGRANGE GA)
GA
12/17/2004 - 10/19/2006
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 04/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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