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Aaron Kyle Dawson

7 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
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Location

909 Wrights Summit Pkwy, Ste 110, Fort Wright, KY, 41011

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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 Activities

Aaron sells investment-related products for companies affiliated with PFS Investments Inc. He also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc., and spends about half his time as a co-partner managing a farm.

Employment History
Current Registrations
Primerica Advisors
July 2019 - Present · 6 yrs 7 mos
PFS Investments INC.Broker
August 2018 - Present · 7 yrs 6 mos
State Registrations4 states
ALCOINKY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.