Aaron Tellez
Aaron Tellez is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Las Vegas, NV, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9205 W. Russell Road, Suite 240, Las Vegas, NV, 89148
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2019Customer Dispute
April 2003Customer Dispute
April 2003Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Aaron is an owner of Tellez Wealth Management, working as a financial advisor since 2017. Since May 2024, Aaron also works with an insurance brokerage firm to select the best insurance policy for clients, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Securities America, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
State Registrations30 states
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.