Aaron Gordon
Aaron Gordon is a CFP-designated registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 27 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
11333 N Scottsdale Rd Ste 295, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2009Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Aaron is involved in several business activities, including a DBA for his LPL business, business entities for tax/investment purposes, and ownership in Watermark Estate Planners, LLC and Watermark Tax Strategies. He also engages in non-variable insurance activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
New England SecuritiesBroker
State Registrations21 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
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