AL
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Aaron Stephen Lannon

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
671 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$710.7M

Fee Structure

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Location

1 N. Macdonald, Suite 201, Mesa, AZ, 85201

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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 an assistant to a seller's agent at Summit Real Estate Professionals and holds an Arizona Real Estate License. He dedicates minimal time to this activity, earning approximately $3,000 in commission last year.

Employment History
Current Registrations
Rovin Capital
November 2019 - Present · 6 yrs 3 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.