3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326
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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 agent with Cape Securities, Inc. and a financial advisor with Terrawealth Management, dedicating full-time hours to the latter. Aaron also sells life insurance and fixed insurance products through Terrawealth Risk Management, taking about a quarter of his time, and refers clients for loans and employee retention credits, dedicating minimal time to each.