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AARON
FINRA#
5376415
First Name
Middle
ROBERT
Last Name
PINE
Address
SAN FRANCISCO, CA
Firm
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO, CA)
Aaron
FINRA#
6950336
First Name
Middle
Thomas
Last Name
Bush
Address
PASADENA, CA
Firm
LIGHTHOUSE CAPITAL GROUP, LLC (PASADENA, CA); LIGHTHOUSE CAPITAL GROUP, LLC (Ankeny, IA)
AARON
FINRA#
5627133
First Name
Middle
MARK
Last Name
ROBERTS
Address
SAN FRANCISCO, CA
Firm
ARTISAN PARTNERS DISTRIBUTORS LLC (SAN FRANCISCO, CA)
AARON
FINRA#
4886365
First Name
Middle
B
Last Name
CAPAN
Address
LOS ANGELES, CA
Firm
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LOS ANGELES, CA); STIFEL, NICOLAUS & COMPANY, INCORPORATED (LOS ANGELES, CA)
AARON
FINRA#
5178918
First Name
Middle
THOMAS
Last Name
WAITES
Address
IRVINE, CA
Firm
WELLS FARGO CLEARING SERVICES, LLC (IRVINE, CA); WELLS FARGO ADVISORS (IRVINE, CA)
AARON
FINRA#
5164584
First Name
Middle
WILLIAM
Last Name
SMITH
Address
NEWPORT BEACH, CA
Firm
PIMCO INVESTMENTS LLC (NEWPORT BEACH, CA)
AARON
FINRA#
4716398
First Name
Middle
THOMAS
Last Name
COPELAND
Address
El Segundo, CA
Firm
ARMORY SECURITIES, LLC (El Segundo, CA); ARMORY SECURITIES, LLC (EL SEGUNDO, CA); ARMORY SECURITIES, LLC (Boston, MA)
AARON
FINRA#
5441143
First Name
Middle
ROBERT
Last Name
SESSIONS
Address
Campbell, CA
Firm
STATE FARM VP MANAGEMENT CORP. (Campbell, CA); STATE FARM INVESTMENT MANAGEMENT CORP. (Campbell, CA)
AARON
FINRA#
5256944
First Name
Middle
MATHEW
Last Name
HATTEM
Address
LOS ANGELES, CA
Firm
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LOS ANGELES, CA); STIFEL, NICOLAUS & COMPANY, INCORPORATED (LOS ANGELES, CA)
AARON
FINRA#
4886365
First Name
Middle
B
Last Name
CAPAN
Address
LOS ANGELES, CA
Firm
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LOS ANGELES, CA); STIFEL, NICOLAUS & COMPANY, INCORPORATED (LOS ANGELES, CA)

Important Links

Resources For Financial Advisor Seekers

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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