Aaron Cruz is a CFP, ChFC-designated registered investment advisor, based in Fort Worth, TX, with 3 years of industry experience.
Location
Fort Worth, TX
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron works as a full-service shopper for Instacart, dedicating minimal time to this role. He is also an agent for AGIA, selling non-securities insurance products for a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2026 - Present · 1 mo
Cetera Wealth Services, LLCBroker
March 2026 - Present · 1 mo
VALIC Financial Advisors, INC.
July 2022 - Present · 3 yrs 9 mos
VALIC Financial Advisors, INC.
July 2022 - Present · 3 yrs 9 mos
VALIC Financial Advisors, INC.Broker
July 2022 - Present · 3 yrs 9 mos
State Registrations51 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.