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Aaron Edwin Middleton

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

5666 Seminole Blvd, Suite 142, Seminole, FL, 33772

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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 Activities

Aaron volunteers at Scarletts Sunshine, a non-profit organization, passing out flowers a couple of times a month. This activity is not investment-related and takes minimal time.

Employment History
Current Registrations
LPL Enterprise, LLC
November 2024 - Present · 1 yr 3 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Prudential Financial Planning Services
August 2022 - November 2024 · 2 yrs 3 mos
Pruco Securities, LLC.Broker
August 2022 - November 2024 · 2 yrs 3 mos
Edward Jones
October 2019 - June 2022 · 2 yrs 8 mos
Edward JonesBroker
September 2019 - June 2022 · 2 yrs 9 mos
State Registrations16 states
ALCACTDCFLGALAMDNCNHNYOHPATXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Edwin Middleton - Financial Advisor | TrueAdvisor