AB
AB

Aaron Del Brown

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
18,725 clients
Average Client Portfolio
$258K average
Assets Under Management
$4.8B

Fee Structure

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Location

360 S Hope Ave, C-210, Santa Barbara, CA, 93105

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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 insurance agent selling annuities through PartnerVest Advisory Services since 2020. This activity takes nearly all of Aaron's time.

Employment History
Current Registrations
Creativeone Wealth, LLC
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Mit Associates, LLCBroker
September 2020 - February 2022 · 1 yr 5 mos
Partnervest Advisory Services LLC
October 2018 - November 2020 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLC
September 2016 - October 2018 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2016 - October 2018 · 2 yrs 1 mo
Edward Jones
October 2007 - October 2016 · 9 yrs
Edward JonesBroker
October 2007 - October 2016 · 9 yrs
PFS Investments INC.Broker
January 2005 - July 2007 · 2 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.