Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Thompson is a financial advisor with over 12 years of experience in the industry. Aaron is currently registered with BFC Planning, Inc. Aaron has worked with various financial firms over the years including Securities Management & Research, Inc., LPL Financial LLC, and VOYA Financial Advisors, Inc. Aaron is a Series 6, 7, 63, and 65 licensed professional and has a strong track record of providing financial advice to individuals, families, and businesses. Aaron offers financial planning, portfolio management, and selection of other advisors. Aaron specializes in advising high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
IA
07/14/2023 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
MD
04/25/2022 - 07/31/2023
LPL FINANCIAL LLC (ANNAPOLIS MD)
MD
04/28/2020 - 04/25/2022
SECURITIES MANAGEMENT & RESEARCH, INC. (Upper Marlboro MD)
MD
03/15/2017 - 10/31/2019
PARKLAND SECURITIES, LLC (Upper Marlboro MD)
DC
01/03/2011 - 03/16/2017
VOYA FINANCIAL ADVISORS, INC. (WASHINGTON DC)
VA
06/29/2010 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (FAIRFAX VA)
MD
06/29/2009 - 05/27/2010
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BALTIMORE MD)
IA
Issued 08/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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