AV
CFP
AV
CFP

Aaron Michael Vincent

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
5,181 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1688 White Circle Nw, Marietta, GA, 30066

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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 the owner and agent of Advanced Planning Group, selling fixed life insurance and annuities, dedicating about a quarter of his time to this activity. He is also a managing partner in Inevitable Holdings LLC, a real estate holding company, spending minimal time on this.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
May 2020 - April 2024 · 3 yrs 11 mos
Cambridge Investment Research, INC.Broker
May 2020 - April 2024 · 3 yrs 11 mos
Voya Financial Advisors, INC.
March 2016 - June 2020 · 4 yrs 3 mos
Voya Financial Advisors, INC.Broker
February 2016 - June 2020 · 4 yrs 4 mos
Questar Asset Management, INC.
December 2014 - January 2016 · 1 yr 1 mo
Questar Capital CorporationBroker
June 2014 - January 2016 · 1 yr 7 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.