AC
AC

Aaron Joseph Crowley

15 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3633 advisors
Number of Clients
293,703 clients
Average Client Portfolio
$885K average
Assets Under Management
$260.0B

Fee Structure

Fees for financial planning services are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

3430 East Sunrise Drive Suite 250, Tucson, AZ, 85718-3237

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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 Activities

Aaron is a committee/council member for the Pima Community College Foundation and an officer/board member for the Tucson Conquistadores, both non-profit organizations. He dedicates minimal time to each role.

Employment History
Current Registrations
RBC Capital Markets, LLC
October 2011 - Present · 14 yrs 4 mos
RBC Capital Markets, LLC
October 2011 - Present · 14 yrs 4 mos
RBC Capital Markets, LLCBroker
October 2011 - Present · 14 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
August 2011 - October 2011 · 2 mos
Wells Fargo Advisors, LLCBroker
January 2011 - October 2011 · 9 mos
Wells Fargo Investments, LLCBroker
June 2010 - January 2011 · 7 mos
State Registrations36 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.