AB
AB

Aiden John Brown

1 Year of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Financial Planning:Included in AUM fee
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Location

2660 Stonewood Park Loop, Land O Lakes, FL, 34638

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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

Aiden is an insurance agent for FEI & GAC Wealth Management, selling property & casualty and life insurance, taking about half of their time. Aiden also owns Futris Financial LLC for tax/accounting purposes, dedicating about a quarter of their time.

Employment History
Current Registrations
Capital Analysts
August 2024 - Present · 1 yr 6 mos
Lincoln Investment
August 2024 - Present · 1 yr 6 mos
Lincoln InvestmentBroker
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Equitable Advisors, LLC
July 2024 - July 2024 · 0 mos
Equitable Advisors, LLCBroker
April 2024 - July 2024 · 3 mos
State Registrations2 states
CAFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.