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Aaron M Donaldson

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
137 advisors
Number of Clients
6,406 clients
Average Client Portfolio
$268K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$50K
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Location

2620 Tuscany Street, Ste. 101, Corona, CA, 92881

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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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Employment History
Current Registrations
Navy Federal Investment Services, LLC
March 2023 - Present · 2 yrs 11 mos
Navy Federal Investment Services, LLC
December 2022 - Present · 3 yrs 2 mos
Navy Federal Investment Services, LLCBroker
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Navy Federal Brokerage Services, LLCBroker
November 2014 - April 2017 · 2 yrs 5 mos
State Registrations18 states
AKARCACOFLGAHIIDMDMSNCNVRISCTXVAWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.