AS
ChFC
AS
ChFC

Aaron Robert Sessions

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
5650 advisors
Number of Clients
35 clients
Average Client Portfolio
$322.7M average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$15K
Financial Planning:Investment management only
Minimum Annual Fee:$180
Loading...

Location

3001 Winchester Blvd, Ste C, Campbell, CA, 95008

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Aaron owns an insurance agency, Aaron Sessions's Insurance Agency, where he services customers and supervises employees, dedicating about half his time to this. He also owns two residential rental properties.

Employment History
Current Registrations
State Farm Investment Management CORP.
April 2020 - Present · 5 yrs 10 mos
State Farm Vp Management CORP.Broker
November 2007 - Present · 18 yrs 3 mos
State Registrations4 states
AZCANVOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Robert Sessions - Financial Advisor | TrueAdvisor