AA
AA

Aaron Lee Albers

1 Year of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3151 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Minimum Investment:$1K
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Location

2720 East Camelback Road, #200, Phoenix, AZ, 85016

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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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Employment History
Current Registrations
Commonwealth Financial Network
April 2024 - Present · 1 yr 10 mos
Commonwealth Financial NetworkBroker
March 2024 - Present · 1 yr 11 mos
Commonwealth Financial Network
March 2024 - Present · 1 yr 11 mos
State Registrations1 state
AZ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.