AB
CFP
AB
CFP

Aaron Briggs

16 Years of Experience
BrokerSells Insurance

Aaron Briggs is a CFP-designated registered investment advisor, based in Boise, ID, with 16 years of industry experience.

Location

3050 N. LakeHarbor Lane, Suite 210, Boise, ID, 83703

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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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Other Business ActivitiesSells Insurance

Aaron is a limited partner in Lanbla, LLC, a real estate venture, spending minimal time on it. He also works as an insurance agent, dedicating about a quarter of his time to selling policies and receiving compensation.

Employment History
Current Registrations
The O.N. Equity Sales CompanyBroker
January 2017 - Present · 9 yrs 3 mos
On Investment Management CO
January 2017 - Present · 9 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2014 - November 2016 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2014 - November 2016 · 2 yrs 6 mos
Morgan Stanley
September 2011 - June 2014 · 2 yrs 9 mos
Morgan StanleyBroker
July 2011 - June 2014 · 2 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
November 2009 - May 2011 · 1 yr 6 mos
State Registrations19 states
AZCACOFLIDMAMIMTNCNJNVNYORPATXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Aaron Briggs - Financial Advisor | TrueAdvisor