AF
AF

Aaron L Forker

9 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3633 advisors
Number of Clients
293,703 clients
Average Client Portfolio
$885K average
Assets Under Management
$260.0B

Fee Structure

Fees for financial planning services are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

Shrewsbury, PA

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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
RBC Capital Markets, LLC
October 2024 - Present · 1 yr 4 mos
RBC Capital Markets, LLC
October 2024 - Present · 1 yr 4 mos
RBC Capital Markets, LLCBroker
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Morgan Stanley
February 2018 - November 2024 · 6 yrs 9 mos
Morgan StanleyBroker
February 2018 - November 2024 · 6 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2016 - January 2018 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2016 - January 2018 · 2 yrs
State Registrations35 states
CACOCTDCDEFLGAHIIDILINLAMAMDMIMNMOMTNCNJNVNYOHORPARISCTNTXUTVAVirgin IslandsWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.