AW
AW

Aaron White

2 Years of Experience
Broker

Aaron White is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 2 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

One North Jefferson Avenue, H0004-05C, St. Louis, MO, 63103

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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 Activities

Aaron maintains law licenses in California and Michigan, but these are not investment-related. He is also an adjunct professor at Pepperdine University, teaching Federal Estate and Gift Taxation, which takes about a quarter of his time.

Employment History
Current Registrations
Wells Fargo Advisors
August 2023 - Present · 2 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC
August 2023 - Present · 2 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2023 - Present · 2 yrs 8 mos
Wells Fargo Advisors
May 2023 - Present · 2 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
March 2023 - Present · 3 yrs 1 mo
State Registrations1 state
CA
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.