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Aaron Michael Alonzo

28 Years 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

Alonzo Financial Services, 4514 East Camp Lowell Drive, Tucson, AZ, 85712

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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 is an agent for Anthem (group term life) and Blue Cross Blue Shield (health insurance), and owns Aim Wealth Partners, LLC (real estate). He also owns Alonzo Financial Services, Inc. for tax and accounting purposes, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Capital Analysts
October 2017 - Present · 8 yrs 4 mos
Lincoln InvestmentBroker
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Legend Advisory, LLC
July 2011 - October 2019 · 8 yrs 3 mos
Legend Equities CorporationBroker
July 1998 - January 2017 · 18 yrs 6 mos
Ascend Financial Services, INC.Broker
December 1997 - July 1998 · 7 mos
C.R.I. Securities, INC.Broker
December 1997 - July 1998 · 7 mos
State Registrations33 states
ALAZCACOCTDCFLHIIAIDILLAMAMDMIMNMONCNDNENMNVNYOHOKORSCTXUTVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Michael Alonzo - Financial Advisor | TrueAdvisor