Aaron Waters is a registered investment advisor, based in Oklahoma City, OK, with 14 years of industry experience.
13900 N Portland, Suite 101, Oklahoma City, OK, 73134
Get directionsNo 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 →Aaron sells equity indexed annuities through Avantax Insurance Agency, dedicating minimal time to this activity. He also works full-time at Wymer Brownlee assisting with tax preparation/accounting and as a Wealth Advisor and shareholder at Brownlee Financial Services.
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.