AB
AB

Aaron Bojorquez

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

El Cajon, CA

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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 works as a real estate broker providing mortgage/real estate services since 2018. This activity requires minimal time.

Employment History
Current Registrations
LPL Financial LLC
July 2024 - Present · 1 yr 7 mos
LPL Financial LLC
April 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
April 2024 - Present · 1 yr 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.