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Aaron Dale Mcdermott

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

500 108th Ave NE Ste 765, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Aaron is an independent insurance agent selling fixed insurance products since 2019, dedicating full-time hours to this activity. He is also an IAR with Weststar Prosperity Partners since 2021, owner of Aaron McDermott LLC since 2023, and a financial professional with Plannetics Financial since 2024, all for financial services, each taking about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
October 2019 - June 2021 · 1 yr 8 mos
Voya Financial Advisors, INC.Broker
September 2019 - June 2021 · 1 yr 9 mos
State Registrations15 states
AZCADEFLGAHIIDMAMIMNNCNJPATXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.