Aaron Spivey is a CFP-designated registered investment advisor, based in Winston-Salem, NC, with 6 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold.
Location
110 S Stratford Rd, Fl 5, Winston-Salem, NC, 27104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron is a partner in Set 24 Realty LLC, managing a rental property, and dedicates minimal time to it. He also serves on the Investment Committee for Trellis Supportive Care, spending minimal time monitoring their investment portfolio.
Employment History
Current Registrations
Truist Investment Services, INC.
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
State Registrations44 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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