AL
AL

Aaron Lapoint

25 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
N/A
Firm Size
1230 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

9875 Schwab Way, Lone Tree, CO, 80124

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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 Activities

Aaron is a part owner of Integrative Health/Sports, a healthcare services business, since 2015. He helps out as needed, dedicating about 10-20% of his time, and the activity is not investment-related.

Employment History
Current Registrations
Schwab Wealth Advisory, INC.
January 2012 - Present · 14 yrs 1 mo
Charles Schwab & CO., INC.Broker
April 2000 - Present · 25 yrs 10 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2020 - December 2021 · 1 yr 9 mos
Charles Schwab & CO., INC.
June 2004 - December 2011 · 7 yrs 6 mos
State Registrations25 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.