AS
AS

Aaron Mark Soden

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
86 advisors
Number of Clients
6,005 clients
Average Client Portfolio
$429K average
Assets Under Management
$2.6B

Fee Structure

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Location

18 Como Road, Lakewood, PA, 18439

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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 involved in several outside business activities, including fixed insurance sales, commercial real estate development, and financial services through multiple entities like Rick Leet Agency and Vicus Capital. He also dedicates a few hours per week as Assistant Chief for Susquehanna Fire Dept, Inc.

Employment History
Current Registrations
Vicus Capital, INC.
February 2020 - Present · 6 yrs
Cetera Wealth Services, LLCBroker
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Nationwide Securities, LLCBroker
April 2016 - October 2019 · 3 yrs 6 mos
State Registrations3 states
ARNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Mark Soden - Financial Advisor | TrueAdvisor