AC
AC

Aaron Stephen Curry

26 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4677 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

6305 Waterford Blvd, Suite 300, Oklahoma City, OK, 73118

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History

Regulatory History (1)
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Customer Dispute
April 2017
Settled
Other Business ActivitiesSells Insurance

Aaron is a sales agent for Catalyst Financial Group, selling various insurance products since 2009, dedicating a few hours per week. He is also the managing partner for A & O Advisory LLC, managing the finances, taxes, and operations of his practice, spending a few hours per week on this activity. Aaron also serves as the Past President of the Board of Directors for The Care Center, spending minimal time on this role.

Employment History
Current Registrations
MML Investors Services, LLC
April 2006 - Present · 19 yrs 10 mos
MML Investors Services, LLCBroker
April 2006 - Present · 19 yrs 10 mos
Previous Registrations
Ing Financial Partners, INC
May 2002 - April 2006 · 3 yrs 11 mos
Ing Financial Partners, INC.Broker
April 2002 - April 2006 · 4 yrs
United Securities Alliance, INC.Broker
August 2001 - April 2002 · 8 mos
Washington Square Securities, INC.Broker
August 2000 - August 2001 · 1 yr
Dean Witter Reynolds INC.Broker
February 1999 - August 2000 · 1 yr 6 mos
State Registrations13 states
ALARAZCAFLKSLAMONENVOKTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Stephen Curry - Financial Advisor | TrueAdvisor