Aaron Schram is a registered investment advisor, based in Scottsdale, AZ, with 9 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold.
Location
7450 E Pinnacle Peak Road, Suite 254, Scottsdale, AZ, 85255
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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 is the manager and owner of Canyon State Capital LLC, dedicating about half of his time to this role. He also works as an agent producing and servicing life insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
W&s Brokerage Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations15 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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