ADVISOR BIO

A. Lamar Hudson is a financial advisor with Next Financial Group, Inc., with over 30 years of experience in the financial industry. A. Lamar Hudson has a background in providing financial advice to individuals, businesses, and retirement plans. A. Lamar Hudson holds Series 7, 24, 63 and 66 licenses and is also a Certified Financial Planner. In addition to their work with Next Financial Group, Inc., A. Lamar Hudson volunteers for Wings for Widows, a non-profit organization that provides pro-bono financial advice to widows and widowers.

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ADVISOR BIO

Aabhas Agarwal is a financial advisor who has been in the industry for over 2 months. Aabhas is currently registered with J.p. Morgan Securities LLC in San Francisco, CA. Aabhas has passed the Series 63, Series 79TO and SIE exams. Aabhas is licensed in 53 states and is an active broker-dealer. J.p. Morgan Securities LLC is a large financial firm with more than $50 billion in assets under management. The firm provides financial planning, pension consulting and portfolio management services to individuals, businesses, and investment companies. Aabhas specializes in a variety of areas including stocks, bonds, mutual funds, ETFs, and options.

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ADVISOR BIO

Aamir Lalani is an active investment advisor representative, licensed in California. Aamir has been in the industry since September 2023 and is currently registered with Wells Fargo Clearing Services, LLC. Aamir specializes in providing investment advisory services to individuals, businesses, and institutional clients. Aamir also holds Series 7, 63, and 66 licenses.

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ADVISOR BIO

Aanya Sharma is a registered representative with Wells Fargo Clearing Services, LLC. Aanya holds the Series 7TO, Series 63, and SIE licenses. Aanya has been in the securities industry since 2023. Aanya is currently located in NEWARK, CA. Aanya's firm provides a variety of financial services including portfolio management, investment consulting, and financial planning.

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ADVISOR BIO

Aaron Strand is a financial advisor with Citigroup Global Markets Inc., registered in the state of California. Aaron has been in the industry since September 3, 2020. Currently, Aaron is registered with the state of California for both securities and investment advisor activities. Previously, Aaron worked with First Republic Securities Company, LLC and First Republic Investment Management, LLC, both in San Francisco. Aaron holds Series 66, Series 31, Series 7TO and SIE licenses. Aaron works with high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and charitable organizations.

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ADVISOR BIO

Aaron Pence is a financial advisor registered with Morgan Stanley and has been in the industry since May 2004. Aaron has a series of licenses and holds registrations in several states including California, Texas, Alabama, Arizona, Colorado, Florida, Idaho, Illinois, Indiana, Maryland, Massachusetts, Michigan, Nevada, New York, Ohio, Oregon, Pennsylvania, Tennessee, Virginia, Washington and Wisconsin. Aaron's previous experience includes working at Morgan Stanley & Co. Incorporated and UBS Financial Services Inc. Prior to this, Aaron also worked as a Bartender. Aaron's specializations include a variety of financial services offerings.

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ADVISOR BIO

Aaron Grant is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron has been in the securities industry since 2018. Prior to joining Merrill Lynch, Aaron worked at LPL FINANCIAL LLC. Aaron specializes in providing financial advice to individuals, corporations, insurance companies, charitable organizations, and pension and profit sharing plans.

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ADVISOR BIO

Aaron Woods Stewart is a financial advisor with J.P. Morgan Securities LLC, licensed in California. Aaron has been in the industry since September 22, 2023 and is a registered representative with FINRA. Aaron holds Series 63, Series 6TO and SIE licenses and has a broad range of experience providing financial advice to individuals, businesses and institutions. Aaron is based in Atascadero, California.

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ADVISOR BIO

Aaron Jasper is a financial advisor with Mutual Advisors, LLC. Aaron has been in the financial industry since 2006 and is registered with the state of California as an Investment Advisor Representative and a Broker. Aaron has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Aaron offers a range of services, including financial planning, portfolio management, pension consulting, and selection of other advisors.

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ADVISOR BIO

Aaron Bitran is a financial advisor with Cuso Financial Services, LP. Aaron is based in Fontana, California and has been in the industry since 1995. Aaron is registered to provide investment advice in 17 states, including Arizona, California, Florida, and Texas. Cuso Financial Services, LP provides financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also provides portfolio management, financial planning, and other services.

SPECIALIZATIONS