Aaron Gore
Aaron Gore is a registered investment advisor at LPL Financial LLC, based in Mount Pleasant, SC, 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
497 Bramson Ct. Unit 101A, Mount Pleasant, SC, 29464
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2020Other Business Activities
Aaron operates Integrity Financial Group as a DBA for his LPL business. He also spends nearly full-time on Wordsworth Mgmt Group Inc., an entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Edward JonesBroker
State Registrations25 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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