AB
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Aaron Bean

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

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Location

12725 SW 66th Ave Ste 102, Portland, OR, 97223

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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 volunteers at The Church of Jesus Christ of Latter-day Saints and is an advisory representative of a Registered Investment Advisor (RIA) through CIRA. He also works as an independent insurance agent for various companies through Financial Reserve, Inc., and engages in networking and financial professional activities, dedicating nearly full-time hours to these roles.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2022 - Present · 3 yrs 11 mos
Cambridge Investment Research, INC.Broker
January 2022 - Present · 4 yrs 1 mo
Cambridge Investment Research, INC.
January 2022 - Present · 4 yrs 1 mo
State Registrations39 states
ARAZCACOCTDCFLGAHIIAIDILINKSLAMAMDMEMIMOMSMTNCNJNMNVNYOHOKORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Bean - Financial Advisor | TrueAdvisor