Aaron Anthony Mayer

LPL Enterprise, LLC

4 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningTax PlanningDivorce PlanningInvestment Management

LPL Enterprise, LLC

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

Location

4370 La Jolla Village Drive, Suite 310, San Diego, CA, 92122-1250

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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.

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

September 2023 - November 2024 · 1 yr 2 mos

Pruco Securities, LLC.Broker

August 2023 - November 2024 · 1 yr 3 mos

Tweet Management Services, INC.

September 2021 - July 2023 · 1 yr 10 mos

State Registrations16 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.