Aaron Alexander Halterman

Primerica Advisors

15 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Primerica Advisors

Compensation

Fee-Only (AUM)

Firm Size

3529 advisors

Number of Clients

54,384 clients

Average Client Portfolio

$205K average

Assets Under Management

$11.2B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

1643 Nashville Pike, Suite 200-A, Gallatin, TN, 37066

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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.

Other Business Activities

Aaron sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for loan product sales and referrals of home security, automation products, and other home-related services.

Employment History

Current Registrations

Primerica Advisors

January 2022 - Present · 4 yrs 1 mo

PFS Investments INC.

January 2012 - Present · 14 yrs 1 mo

PFS Investments INC.Broker

January 2012 - Present · 14 yrs 1 mo

Previous Registrations

PFS Investments INC.Broker

January 2010 - December 2011 · 1 yr 11 mos

State Registrations30 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.