AA
AA

Aaron Michael Allwardt

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
246 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

2047 Oak Ridge Road, Oak Ridge, NC, 27310

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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 ActivitiesSells Insurance

Aaron works for State Employees' Credit Union providing financial services and is also an agent for SECU Life Insurance Company. His insurance duties are performed as required in conjunction with his position at the credit union.

Employment History
Current Registrations
Credit Union Investment Services
February 2021 - Present · 5 yrs
Secu Brokerage ServicesBroker
October 2020 - Present · 5 yrs 4 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.