Aaron Allan Stanley

LPL Financial LLC

14 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

Gilbert, AZ

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History

Regulatory History (1)

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Customer Dispute

January 2015

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Aaron operates under the DBA Integrum Financial for his LPL business. This activity is investment-related and takes nearly full-time hours.

Employment History

Current Registrations

LPL Financial LLC

September 2023 - Present · 2 yrs 5 mos

LPL Financial LLC

September 2023 - Present · 2 yrs 5 mos

LPL Financial LLCBroker

September 2023 - Present · 2 yrs 5 mos

Previous Registrations

Lincoln Financial Advisors Corporation

January 2016 - September 2023 · 7 yrs 8 mos

Lincoln Financial Advisors CorporationBroker

January 2016 - September 2023 · 7 yrs 8 mos

AXA Advisors, LLC

January 2012 - January 2016 · 4 yrs

AXA Advisors, LLCBroker

October 2011 - January 2016 · 4 yrs 3 mos

State Registrations4 states

AZNMTXUT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.