TrueAdvisor
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AN
AN

Aderon Alan Napier

On Investment Management CO
22 Years of Experience
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningSpecial Needs Planning
On Investment Management CO
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
203 advisors
Number of Clients
8,323 clients
Average Client Portfolio
$286K average
Assets Under Management
$2.4B

Fee Structure

Location

Barboursville, WV

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
June 2023
Judgment / Lien
November 2019
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Aderon is an agent for Avantax Insurance Agency, selling annuities, and an insurance agent for Proaction Insurance LLC, selling insurance to clients. He also manages Proaction Consulting LLC and AAN Proaction Holdings LLC, and may manage Wealthcopia.com, Inc. if it starts.

Employment History
Current Registrations
On Investment Management CO
March 2025 - Present · 11 mos
The O.N. Equity Sales CompanyBroker
March 2025 - Present · 11 mos
The O.N. Equity Sales Company
March 2025 - Present · 11 mos
Previous Registrations
Avantax Advisory Services
December 2018 - December 2024 · 6 yrs
Avantax Investment Services, INC.Broker
December 2018 - December 2024 · 6 yrs
Cambridge Investment Research Advisors, INC.
June 2015 - December 2018 · 3 yrs 6 mos
Cambridge Investment Research, INC.Broker
June 2015 - December 2018 · 3 yrs 6 mos
Spc
April 2014 - June 2015 · 1 yr 2 mos
Parkland Securities, LLCBroker
April 2014 - June 2015 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2011 - April 2014 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2011 - April 2014 · 2 yrs 9 mos
Morgan Stanley Smith Barney LLC
August 2009 - August 2011 · 2 yrs
Morgan Stanley Smith BarneyBroker
August 2009 - August 2011 · 2 yrs
Morgan Stanley Smith Barney LLC
August 2009 - August 2009 · 0 mos
Wesbanco Securities, INC.
July 2008 - September 2009 · 1 yr 2 mos
Wesbanco Securities, INC.Broker
July 2008 - September 2009 · 1 yr 2 mos
Chase Investment Services CORP.Broker
July 2005 - July 2008 · 3 yrs
Chase Investment Services CORP.
July 2005 - July 2008 · 3 yrs
Banc One Securities Corporation
April 2004 - July 2005 · 1 yr 3 mos
Banc One Securities CorporationBroker
April 2004 - July 2005 · 1 yr 3 mos
American Express Financial Advisors, INC.
September 2003 - March 2004 · 6 mos
Ids Life Insurance CompanyBroker
July 2003 - March 2004 · 8 mos
American Express Financial Advisors INC.Broker
July 2003 - March 2004 · 8 mos
State Registrations2 states
OHWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.