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Aaron Gabriel Marks

6 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningDivorce PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2725 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

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Location

1606 Carmody Ct, Ste 401, Sewickley, PA, 15143

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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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Employment History
Current Registrations
LPL Enterprise, LLCBroker
June 2025 - Present · 8 mos
LPL Enterprise, LLC
June 2025 - Present · 8 mos
Previous Registrations
Wells Fargo Advisors
December 2019 - June 2025 · 5 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
November 2019 - June 2025 · 5 yrs 7 mos
State Registrations14 states
CADEFLINMAMNNCNHNYOHPASCWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.