Aaron has over 20 years of experience in financial planning and is an LPL Investment Advisor Representative and LPL Financial Advisor.
Aaron began his career in 1996 with BGS&G Investment Services, Inc. and then continued to CBIZ Financial Solutions, Inc. Throughout his career, he has fulfilled several roles including research, sales assistance, and financial advisor. Aaron joined together with First Peoples in December of 2010 to form First Peoples Wealth Management Services as your Wealth Advisor.
In recognition of his financial experience and dedication to the principles of sound investing, Aaron has been honored by American Funds* by being placed on their All American Team.
As a wealth advisor, Aaron’s experience includes retirement planning, IRA Rollover Services, IRA distribution options, IRA distribution education, brokerage accounts, tax sheltered savings, life insurance, as well as overall financial planning and reviews.
Check the background of this investment professional on FINRA’s BrokerCheck.
*American Funds, First Peoples Wealth Management Services, and LPL Financial are all unaffiliated.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured by First Peoples Community Federal Credit Union deposits and are not NCUA insured. These products are not obligations of First Peoples Community Federal Credit Union and are not endorsed, recommended or guaranteed by First Peoples Community Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. First Peoples Community Federal Credit Union and First Peoples Wealth Management Services are not registered broker/dealers and are not affiliated with LPL Financial.The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, FL, IL, MD, NC, PA, TN, VA, WV