Aaron Davis
Aaron Davis is a registered investment advisor at Preferred Retirement Options, INC, based in Las Vegas, NV, with 8 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 480 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Preferred Retirement Options refers clients to Matson Money, who manages the investments. Preferred Retirement Options receives a portion of the advisory fee that Matson Money charges, generally between 0.25% and 0.99% of your portfolio, charged quarterly in advance. Matson Money deducts the fee and pays it to Preferred Retirement Options. Clients also pay fees embedded in the mutual funds used by Matson Money. Lower fees may be available elsewhere.
Location
2470 E. Flamingo Rd. Suite A, Las Vegas, NV, 89121
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Aaron is an insurance agent for Barkdull Financial Group since 2015, managing insurance policies for clients. This takes about 120 hours per month, with 60 hours during securities trading hours.
Employment History
Current Registrations
Preferred Retirement Options, INC
Previous Registrations
MML Investors Services, LLC
State Registrations1 state
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.