AK
CFP
AK
CFP

Aaron Paul Kingston

24 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3633 advisors
Number of Clients
293,703 clients
Average Client Portfolio
$885K average
Assets Under Management
$260.0B

Fee Structure

Fees for financial planning services are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

One Ppg Place, Suite 2900, Pittsburgh, PA, 15222-5455

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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.

Learn about disclosures →
Employment History
Current Registrations
RBC Capital Markets, LLC
September 2019 - Present · 6 yrs 5 mos
RBC Capital Markets, LLC
September 2019 - Present · 6 yrs 5 mos
RBC Capital Markets, LLCBroker
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
August 2012 - September 2019 · 7 yrs 1 mo
UBS Financial Services INC.Broker
June 2009 - September 2019 · 10 yrs 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - June 2009 · 0 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2009 · 0 mos
Citigroup Global Markets INC.
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
August 2006 - June 2009 · 2 yrs 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2003 - August 2006 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2003 - August 2006 · 3 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
August 2001 - July 2003 · 1 yr 11 mos
American Express Financial Advisors INC.Broker
June 2001 - July 2001 · 1 mo
Ids Life Insurance CompanyBroker
June 2001 - July 2001 · 1 mo
State Registrations25 states
AZCACOFLGAILMAMDMIMSMTNCNENJNMNYOHPASCTXUTVAWAWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Paul Kingston - Financial Advisor | TrueAdvisor