AD
CFP
AD
CFP

Aaron Townsend Diaz

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4677 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

4675 Macarthur Court, Suite 1050, Newport Beach, CA, 92660

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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 an insurance broker selling life, disability, long-term care, fixed annuities, and health insurance. This activity requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
May 2025 - Present · 9 mos
MML Investors Services, LLC
May 2025 - Present · 9 mos
MML Investors Services, LLCBroker
May 2025 - Present · 9 mos
Previous Registrations
Ep Wealth Advisors
January 2024 - May 2025 · 1 yr 4 mos
Lincoln Financial Advisors Corporation
June 2022 - September 2023 · 1 yr 3 mos
Lincoln Financial Advisors CorporationBroker
June 2022 - September 2023 · 1 yr 3 mos
Farther Finance Advisors, LLC
November 2021 - June 2022 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2018 - August 2021 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2018 - August 2021 · 3 yrs 1 mo
State Registrations2 states
CACO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Townsend Diaz - Financial Advisor | TrueAdvisor