AW
CFP
AW
CFP

Aaron Leigh Witten

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

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Location

715 Mill St., Leitchfield, KY, 42754

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aaron is an advisory representative of an RIA, owner of Twin Lakes Coin and Rarities, Tax Wizards LLC, 119 S. Claggett Drive LLC, and Witten Financial Services LLC, where he also works as an IAR. He also dedicates time to various organizations, including the Leitchfield Lions Club, Eye Bank of Kentucky, Republican Party of Kentucky, Clarkson Baptist Church, and Ron Blue Institute.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
January 2016 - Present · 10 yrs 1 mo
Cambridge Investment Research, INC.Broker
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Legend Advisory Corporation
February 2011 - January 2016 · 4 yrs 11 mos
Legend Equities CorporationBroker
October 2006 - January 2016 · 9 yrs 3 mos
Fiducial Investment Advisors, INC.Broker
May 2004 - October 2006 · 2 yrs 5 mos
Investacorp, INC.Broker
February 2001 - January 2003 · 1 yr 11 mos
First Investors CorporationBroker
September 1999 - January 2001 · 1 yr 4 mos
State Registrations18 states
CACOFLGAILINKYMAMOMSNCNVOHORSCTNTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.