AH
AH

Aaron Alexander Halterman

15 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
3529 advisors
Number of Clients
54,384 clients
Average Client Portfolio
$205K average
Assets Under Management
$11.2B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Loading...

Location

1643 Nashville Pike, Suite 200-A, Gallatin, TN, 37066

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 Activities

Aaron sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for loan product sales and referrals of home security, automation products, and other home-related services.

Employment History
Current Registrations
Primerica Advisors
January 2022 - Present · 4 yrs 1 mo
PFS Investments INC.
January 2012 - Present · 14 yrs 1 mo
PFS Investments INC.Broker
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
PFS Investments INC.Broker
January 2010 - December 2011 · 1 yr 11 mos
State Registrations30 states
ALCACODCFLGAIDKSKYMAMDMEMIMNMONCNHNJNMNVNYOHORPASCSDTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.