AC
AC

Aaron David Cantley

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
230 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Loading...

Location

2101 Sardis Rd N Suite 108, Charlotte, NC, 28227

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 ActivitiesSells Insurance

Aaron works as a sales advisor at Cantley Insurance & Financial, selling fixed insurance products since 2007. This activity takes nearly full-time hours.

Employment History
Current Registrations
Brookstone Capital Management LLC
February 2023 - Present · 3 yrs
Brookstone Wealth Advisors, LLC
February 2023 - Present · 3 yrs
Previous Registrations
Gradient Advisors, LLC
September 2011 - June 2012 · 9 mos
Symetra Investment Services, INC.
January 2008 - June 2011 · 3 yrs 5 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.