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Aaron Stephen Lannon

Rovin Capital

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About Aaron Stephen Lannon

Aaron Lannon is a financial advisor with Rovin Capital in Mesa, Arizona. Aaron Lannon is registered to provide investment advice in Arizona. Aaron has been providing investment advice for over 10 years, and has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Aaron Lannon is also a licensed real estate agent in Arizona.

Firm Information

Aaron Lannon is currently registered with Rovin Capital. Rovin Capital is a financial advisor headquartered in Mesa, Arizona. They manage approximately $596,130,000 in assets for a total of 2,034 clients. Their services include financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles.
Rovin Capital

1 N. MACDONALD

MESA, AZ 85201

$596.13M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Lannon’s Registration & Firm History

AZ

11/20/2019 - Present

Rovin Capital (MESA AZ)

AZ

02/25/2011 - 09/07/2012

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (PHOENIX AZ)

AZ

10/14/2010 - 02/25/2011

HARTFORD LIFE DISTRIBUTORS, LLC (PHOENIX AZ)

AZ

04/30/2008 - 07/28/2010

METLIFE SECURITIES INC. (TEMPE AZ)

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Licenses & Designations

IA

Issued 11/19/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Stephen Lannon.
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