Aaron Cosmo Montez

CFP

LPL Financial LLC

25 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

8877 W. Union Hills Dr., Suite 540, Peoria, AZ, 85382

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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.

Other Business Activities

Aaron has multiple business entities for tax and investment purposes, including Aaron Montez Financial, PLLC, VFA Holdings LLC, and Montez Consulting LLC. He also operates Validus Financial Associates, PLLC as a DBA for his LPL business, dedicating minimal time to each of these activities.