Aaron Puckett
Aaron Puckett is a CFP-designated registered investment advisor at LPL Financial LLC, based in Westminster, MD, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
20 Liberty St, Suite 2D, Westminster, MD, 21157
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Regulatory History (1)
Customer Dispute
May 2007Other Business ActivitiesSells Insurance
Aaron owns a small farm, selling steers once per year, and spends minimal time on it. He also sells fixed life, health, disability, and long-term care insurance, dedicating minimal time to this activity, and is involved with real estate rental, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
Edward Jones
Edward JonesBroker
State Registrations36 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.