Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Michael Dragoo is a financial professional with over 9 years of experience in the industry. Aaron is currently registered with Charles Schwab & Co., Inc. in Westlake, TX. Prior to joining Charles Schwab & Co., Inc., Aaron was registered with TD Ameritrade, Inc. in Omaha, NE, and LPL Financial LLC in San Diego, CA. Aaron holds the Series 99 and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
09/01/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
NE
11/23/2022 - 09/01/2023
TD AMERITRADE, INC. (OMAHA NE)
CA
11/18/2013 - 08/25/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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