Aaron Gilman is a CFA, CFP-designated registered investment advisor, based in Tampa, FL, with 17 years of industry experience.
Location
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
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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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Aaron is a partner in MarketPsych Insights, a risk profile software program, since 2016. This software development activity takes about 10-20% of his time.
Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 6 yrs 11 mos
Independent Financial Partners
July 2011 - Present · 14 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
July 2011 - May 2019 · 7 yrs 10 mos
Koss-Olinger Consulting, LLC.
April 2009 - July 2011 · 2 yrs 3 mos
Valmark Securities, INC.Broker
November 2008 - May 2011 · 2 yrs 6 mos
State Registrations3 states
CAFLNY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.