Aaron Monegan

Primerica Advisors

4 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Primerica Advisors

Compensation

Fee-Only (AUM)

Firm Size

3529 advisors

Number of Clients

54,384 clients

Average Client Portfolio

$205K average

Assets Under Management

$11.2B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

6815 Forest Park Drive, Unit 124, Savannah, GA, 31406

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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.

Other Business Activities

Aaron sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive non-investment related compensation from Primerica Client Services, Inc. for part-time referrals of home security, automation products, and other home-related services.

Employment History

Current Registrations

Primerica Advisors

November 2021 - Present · 4 yrs 3 mos

PFS Investments INC.Broker

September 2021 - Present · 4 yrs 5 mos

State Registrations7 states

ALARFLGANCSCTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.