Aaron Martin is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Vero Beach, FL, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3111 Cardinal Dr, 200 Fl 2, Vero Beach, FL, 32963
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2010Customer Dispute
July 2007Other Business Activities
Aaron has 85% ownership in Indian River Private Wealth Management LLC and 100% ownership in IRPWM1 LLC, both investment-related. He dedicates nearly full-time hours to each of these ventures.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Southtrust Securities, LLCBroker
H&r Block Financial Advisors, INC.Broker
State Registrations31 states
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