Aaron Gore
Aaron Gore is a registered investment advisor at LPL Financial LLC, based in Mount Pleasant, SC, with 26 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
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.