Aaron Peabody
Aaron Peabody is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Ramon, CA, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2633 Camino Ramon, Suite 200, San Ramon, CA, 94583
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Regulatory History
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 is a broker/agent for fixed insurance products since 2009, dedicating minimal time to this activity. He is also an independent contractor and financial advisor for Summit Financial Group, spending about a quarter to half of his time, with significant time during trading hours, and is part of their leadership team.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations22 states
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