TrueAdvisor
TrueAdvisor
AS
AS

Aaron Sanchez

Raymond James & Associates, INC.
18 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
5579 advisors
Number of Clients
507,212 clients
Average Client Portfolio
$855K average
Assets Under Management
$433.8B

Fee Structure

Minimum Investment:$5K

Location

450 Route 8, Suite 300, Maite, 96910

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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.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2023 - Present · 2 yrs 5 mos
Raymond James & Associates, INC.
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2008 - September 2023 · 15 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2007 - September 2023 · 15 yrs 11 mos
State Registrations19 states
CACODCFLGAHIINKSMANCNVNYOHORSCTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.