4880 S Lewis Ave, Ste. 100, Tulas, OK, 74105
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Aaron is an IAR at Legacy Wealth Management LLC, dedicating full-time hours. He is also an owner at Providence Wealth Advisors LLC, spending minimal time, a W2 employee at Providence Insurance Advisors LLC, and an agent at Legacy Insurance Advisors, each taking about 10-20% of his time. Finally, Aaron is an advisory representative of a RIA at CIRA, spending about half his time.