AW
AW

Aaron Rodney Welch

21 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
394 advisors
Number of Clients
14,898 clients
Average Client Portfolio
$223K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$10K
Loading...

Location

1200 E. Joppa Road Suite G, Towson, MD, 21286

Get directions

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 →
Other Business Activities

Aaron is a sole proprietor providing income tax preparation and accounting services. He spends about a quarter of his time on this activity during securities trading hours.

Employment History
Current Registrations
Money Concepts Advisory Service
June 2005 - Present · 20 yrs 8 mos
Money Concepts Capital CORPBroker
November 2004 - Present · 21 yrs 3 mos
State Registrations5 states
GAMDNCPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Rodney Welch - Financial Advisor | TrueAdvisor