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Aaron
FINRA#
7628839
First Name
Middle
Holtz
Last Name
Gillespie
Address
BOCA RATON, FL
Firm
AVM, L.P. (BOCA RATON, FL)
Aaron
FINRA#
6881020
First Name
Last Name
Allison
Address
NEW YORK, NY
Firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK, NY); MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (Jacksonville, FL)
Aaron
FINRA#
7535424
First Name
Last Name
Schulle
Address
NICEVILLE, FL
Firm
PFS INVESTMENTS INC. (NICEVILLE, FL)
AARON
FINRA#
5932094
First Name
Last Name
CARTER
Address
NEW YORK, NY
Firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK, NY); MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (Jacksonville, FL); MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (Jacksonville, FL)
Aaron
FINRA#
5605859
First Name
Middle
Russel
Last Name
Servais
Address
Sioux Falls, SD
Firm
U.S. BANCORP INVESTMENTS, INC. (Sioux Falls, SD); U.S. BANCORP INVESTMENTS, INC. (Sarasota, FL)
AARON
FINRA#
5421965
First Name
Middle
NETZAHUALCOYOTL
Last Name
RODRIGUEZ
Address
NEW YORK, NY
Firm
SERIESONE SECURITIES, LLC (NEW YORK, NY); ALLARIA SECURITIES, LLC (MIAMI, FL); MEMPHIS CAPITAL (MEMPHIS, TN); AUSTIN ATLANTIC CAPITAL INC. (CORAL GABLES, FL); SERIESONE SECURITIES, LLC (Miami, FL)
Aaron
FINRA#
7916904
First Name
Middle
D
Last Name
Smith
Address
MINNEAPOLIS, MN
Firm
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS, MN); THRIVENT INVESTMENT MANAGEMENT INC. (Orlando, FL)
AARON
FINRA#
7895418
First Name
Middle
C
Last Name
LEIRVIK
Address
JACKSONVILLE, FL
Firm
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE, FL); FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE, FL)
AARON
FINRA#
5676292
First Name
Middle
W
Last Name
NOWAK
Address
Atlanta, GA
Firm
ARTEMIS SECURITIES CLEARING, LLC (Atlanta, GA); ARTEMIS SECURITIES CLEARING, LLC (CHICAGO, IL)
Aaron
FINRA#
6565113
First Name
Last Name
King
Address
BOYNTON BEACH, FL
Firm
J.P. MORGAN SECURITIES LLC (BOYNTON BEACH, FL); J.P. MORGAN SECURITIES LLC (BOYNTON BEACH, FL)

Important Links

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Regulatory & Certification Bodies

The best advisors are certified through FINRA and SEC. Click the links to find out more.

Looking for a CFP Professional? Search our directory and verify credentials at CFP Board.

Financial Education and Resources

New to financial planning? Learn the terms they use on our glossary page. Also you can learn the basics at investor.gov

Understand different advisor fees with this guide from NAPFA.

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Industry Associations & Networks

Many of our advisors are members of FPA.

Explore fiduciary standards at The National Association of Personal Financial Advisors (NAPFA)

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