AT
CFP
AT
CFP

Aaron Patrick Trinh

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningDivorce PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2725 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

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Location

2200 S. George St., York, PA, 17403

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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 works as a Financial Professional for White Rose Wealth Management LLC, a DBA for LPL, focusing on insurance and investments. This activity takes about half of Aaron's time, split evenly between trading and non-trading activities.

Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 3 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Prudential Financial Planning Services
January 2016 - November 2024 · 8 yrs 10 mos
Pruco Securities, LLC.Broker
September 2014 - November 2024 · 10 yrs 2 mos
State Registrations4 states
MDPASCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.