Aaron Puckett
Aaron Puckett is a CFP-designated registered investment advisor at LPL Financial LLC, based in Westminster, MD, with 24 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
20 Liberty St, Suite 2D, Westminster, MD, 21157
Get directionsHistory
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 Registrations37 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.
Exams
More Advisors
- Jason Koval, CFPLPL Financial LLC
- Jacob Sturgill, CFPLPL Financial LLC
- Bryan Carney, CFPJanney Montgomery Scott LLC
- Lydia Durski, CFPFinancial Council, LLC
- Gregory Wagner, CFPRaymond James & Associates, INC.
- Devin Velnoskey, CFPJanney Montgomery Scott LLC