Aaron Rugh is a registered investment advisor, based in Falmouth, ME, with 32 years of industry experience.
Location
362 Us Route One, Falmouth, ME, 04105
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron owns rental real estate since 1998 and is a board member of Down East Yacht Club. He also provides insurance advice and is a portfolio manager/financial planner/CEO at RM Financial Services, LLC, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Rm Financial Services, LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Edward JonesBroker
State Registrations11 states
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.