AB
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Aaron Christopher Bethune

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

216 S. 8th St. Suite 111, Opelika, AL, 36801

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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 ActivitiesSells Insurance

Aaron operates Garnet Bridge Advisors as a DBA for his LPL business and is an owner of B & A Financial, LLC for tax/investment purposes, dedicating about 10-20% of his time to the latter. He is also an agent selling term, index universal life, and whole life insurance, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
LPL Financial LLC
February 2023 - Present · 3 yrs
LPL Financial LLC
February 2023 - Present · 3 yrs
LPL Financial LLCBroker
February 2023 - Present · 3 yrs
Previous Registrations
Lincoln Financial Advisors Corporation
March 2021 - February 2023 · 1 yr 11 mos
Lincoln Financial Advisors CorporationBroker
May 2019 - February 2023 · 3 yrs 9 mos
Proequities, INC.Broker
October 2016 - June 2019 · 2 yrs 8 mos
Gwn Securities INC.Broker
February 2016 - September 2016 · 7 mos
PFS Investments INC.Broker
February 2014 - February 2016 · 2 yrs
State Registrations7 states
ALFLGAMOMSNCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.