Aaron Schram
Aaron Schram is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scottsdale, AZ, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7450 E Pinnacle Peak Road, Scottsdale, AZ, 85255
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is the manager and owner of Canyon State Capital LLC, dedicating about half of his time to this role. He also works as an agent producing and servicing life insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
W&s Brokerage Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations10 states
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