AP
AP

Aaron Persons

32 Years of Experience
Austin, TX
Broker

Aaron Persons is a registered investment advisor at Cetera Investment Advisers LLC, based in Austin, TX, with 32 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6420 E Highway 290, Austin, TX, 78723

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Aaron provides educational and nature-based experiences for families and children at Candlelight Ranch. This activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
July 2023 - Present · 3 yrs
Cetera Investment Advisers LLC
July 2023 - Present · 3 yrs
Cetera Investment Services LLC
July 2023 - Present · 3 yrs
Previous Registrations
Cuso Financial Services, L.P.
July 2019 - February 2023 · 3 yrs 7 mos
Cuso Financial Services, L.P.Broker
July 2019 - February 2023 · 3 yrs 7 mos
Cuso Financial Services, L.P.Broker
November 2010 - January 2019 · 8 yrs 2 mos
Cuso Financial Services, L.P.
November 2010 - January 2019 · 8 yrs 2 mos
Chase Investment Services CORP.
May 2009 - October 2010 · 1 yr 5 mos
Chase Investment Services CORP.Broker
May 2009 - October 2010 · 1 yr 5 mos
Wamu Investments, INC.
April 2006 - May 2009 · 3 yrs 1 mo
Wamu Investments, INC.Broker
March 2001 - May 2009 · 8 yrs 2 mos
Bank United Securities CORP.Broker
February 1999 - April 2001 · 2 yrs 2 mos
Griffin Financial ServicesBroker
October 1996 - December 1998 · 2 yrs 2 mos
Invest Financial CorporationBroker
October 1995 - October 1996 · 1 yr
Ids Life Insurance CompanyBroker
April 1992 - September 1995 · 3 yrs 5 mos
American Express Financial Advisors INC.Broker
April 1992 - September 1995 · 3 yrs 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.