Unclaimed
Aaron Neuenswander is a registered representative with LPL Financial LLC in Murray, UT. Aaron has been in the industry for 10 years and is registered to conduct business in Utah. Aaron has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Aaron also has a real estate rental business in Richmond, VA. Aaron's current firm, LPL Financial LLC, has over $50 billion in assets under management and serves clients such as individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and insurance companies. LPL Financial LLC offers financial planning, portfolio management, and other advisory services.
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.
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UT
10/15/2024 - Present
LPL Financial LLC (MURRAY UT)
Active
Inactive
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