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Aaron Parker Noles

9 Years of Experience
Broker
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

128 Orange Avenue, Suite 211, Daytona Beach, FL, 32114

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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 financial planner with Mantay & Company Insurance and Financial Services, a DBA for his LPL business. He spends minimal time on this activity.

Employment History
Current Registrations
LPL Enterprise, LLC
November 2024 - Present · 1 yr 3 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Prudential Financial Planning Services
May 2016 - November 2024 · 8 yrs 6 mos
Pruco Securities, LLC.Broker
January 2016 - November 2024 · 8 yrs 10 mos
State Registrations16 states
AZDCFLGAMIMNMTNCNYOHORTNTXVAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Parker Noles - Financial Advisor | TrueAdvisor