AW
CFP
AW
CFP

Aaron Witten

25 Years of Experience
BrokerSells Insurance

Aaron Witten is a CFP-designated registered investment advisor, based in Leitchfield, KY, with 25 years of industry experience.

Location

715 Mill St., Leitchfield, KY, 42754

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Aaron is an advisory representative of an RIA, owner of Twin Lakes Coin and Rarities, Tax Wizards LLC, 119 S. Claggett Drive LLC, and Witten Financial Services LLC, where he also works as an IAR. He also dedicates time to various organizations, including the Leitchfield Lions Club, Eye Bank of Kentucky, Republican Party of Kentucky, Clarkson Baptist Church, and Ron Blue Institute.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
January 2016 - Present · 10 yrs 3 mos
Cambridge Investment Research, INC.Broker
January 2016 - Present · 10 yrs 3 mos
Previous Registrations
Legend Advisory Corporation
February 2011 - January 2016 · 4 yrs 11 mos
Legend Equities CorporationBroker
October 2006 - January 2016 · 9 yrs 3 mos
Fiducial Investment Advisors, INC.Broker
May 2004 - October 2006 · 2 yrs 5 mos
Investacorp, INC.Broker
February 2001 - January 2003 · 1 yr 11 mos
First Investors CorporationBroker
September 1999 - January 2001 · 1 yr 4 mos
State Registrations16 states
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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.