Aaron Mckell is a registered investment advisor, based in Fresno, CA, with 11 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold.
Location
7489 N First St, Ste 102, Fresno, CA, 93720
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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 provides term life insurance to clients of Veater Financial Group and dedicates minimal time to this. He also works full-time for both Veater Financial Group and Senior Strategies, Inc., which pays his salary.
Employment History
Current Registrations
The Leaders Group, INC.Broker
The Leaders Group, INC.
Portside Wealth Group, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations4 states
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
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