AS
AS

Aaron Samuels

17 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

801 Cherry Street, Suite 2300, Fort Worth, TX, 76102

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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 is a back-up signatory for checks at Arborlawn United Methodist Church and a board member/chair elect for the Burleson Area Chamber of Commerce. He also has power of attorney for his spouse and is a co-contingent power of attorney for his parents.

Employment History
Current Registrations
Equitable Advisors, LLC
April 2017 - Present · 8 yrs 10 mos
Equitable Advisors, LLCBroker
August 2016 - Present · 9 yrs 6 mos
Equitable Advisors, LLC
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
State Farm Vp Management CORP.Broker
December 2007 - August 2016 · 8 yrs 8 mos
State Registrations12 states
ARCAFLGAIDMAMINCOKTXUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.