AT
AT

Aaron Rene Thevenet

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2254 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Loading...

Location

400 E. Kaliste Saloom, Ste 5100, Lafayette, LA, 70508

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Aaron is involved in several outside business activities, including lawn maintenance, parking lot striping, insurance brokering, land solutions, property ownership, and an embroidery business. He dedicates a few hours per week to most of these activities, with Royal Land Solutions taking about a quarter of his time.

Employment History
Current Registrations
Eagle Strategies LLC
June 2024 - Present · 1 yr 8 mos
Nylife Securities LLCBroker
June 2020 - Present · 5 yrs 8 mos
State Registrations2 states
LATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.