AM
AM

Aaron Monegan

4 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
Loading...

Location

6815 Forest Park Drive, Unit 124, Savannah, GA, 31406

Get directions

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.

Learn about disclosures →
Other Business Activities

Aaron sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive non-investment related compensation from Primerica Client Services, Inc. for part-time referrals of home security, automation products, and other home-related services.

Employment History
Current Registrations
Primerica Advisors
November 2021 - Present · 4 yrs 3 mos
PFS Investments INC.Broker
September 2021 - Present · 4 yrs 5 mos
State Registrations7 states
ALARFLGANCSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.