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Aaron Dahl

2 Years of Experience
BrokerSells Insurance

Aaron Dahl is a registered investment advisor, based in Jacksonville, FL, with 2 years of industry experience.

Location

1 Independent Drive, Suite 201, Jacksonville, FL, 32202

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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 ActivitiesSells Insurance

Aaron works full-time as a financial consultant for Florida Financial Advisors and full-time as a registered representative for Trinity Wealth Securities, LLC. He also dedicates a few hours per week to fixed insurance sales through Florida Financial Insurance.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
April 2024 - Present · 2 yrs
Florida Financial Advisors, LLC
June 2023 - Present · 2 yrs 10 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.