AS
ChFC
AS
ChFC

Aaron Slater

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
5650 advisors
Number of Clients
35 clients
Average Client Portfolio
$322.7M average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$15K
Financial Planning:Investment management only
Minimum Annual Fee:$180
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Location

9881 Broken Land Parkway, Suite 306, Columbia, MD, 21046

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Aaron is a board member for the Baltimore County Public Library and the UCM Foundation Board, and owns Radiant Consulting, helping developmentally challenged individuals. He also owns Aaron Slater's Insurance Agency, is a partner in AJSalter Enterprise, LLC, and has ownership in three personally held real estate properties.

Employment History
Current Registrations
State Farm Investment Management CORP.
June 2023 - Present · 2 yrs 8 mos
State Farm Vp Management CORP.
March 1998 - Present · 27 yrs 11 mos
State Farm Vp Management CORP.Broker
March 1998 - Present · 27 yrs 11 mos
State Registrations3 states
DCMDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Slater - Financial Advisor | TrueAdvisor