AP
CFP
AP
CFP

Aaron D Palmer

21 Years of Experience
Broker
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4071 advisors
Number of Clients
65,561 clients
Average Client Portfolio
$529K average
Assets Under Management
$34.7B

Fee Structure

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Location

Tacoma, WA

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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 owns Bright Harbor Wealth Management LLC DBA Aaron D Palmer, LLC and manages employees. He also serves as a board member for Life Christian Foundation, dedicating minimal time to fulfilling the church's mission and overseeing finances.

Employment History
Current Registrations
Equitable Advisors, LLC
October 2004 - Present · 21 yrs 4 mos
Equitable Advisors, LLCBroker
May 2004 - Present · 21 yrs 9 mos
State Registrations21 states
AKALARAZCACOHIIDINMEMINCNHNVNYOKORTXUTVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.