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Aaron Anderson

26 Years of Experience
Broker

Aaron Anderson is a registered investment advisor at Raymond James & Associates, INC., based in Elkhart, IN, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Elkhart, IN

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Aaron is a partner in Legacy Wealth Management LLC, but his only responsibility has been to sign a lease agreement. He spends minimal time on this activity, and there are no finances involved with the entity.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2014 - Present · 12 yrs
Raymond James & Associates, INC.Broker
March 2000 - Present · 26 yrs 1 mo
Raymond James & Associates, INC.
March 2000 - Present · 26 yrs 1 mo
State Registrations36 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.