Timothy Aragon (CRD# 6481052) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Lantana, TX and has over 8 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Retirement Solutions | Denver, CO | Jan 2017 - Current | 7 |
| Transamerica Investors Securities Corporation | Denver, CO | Jan 2017 - Current | 7 |
| State Farm Vp Management Corp. | York, NE | Apr 2015 - Jan 2017 | 1 |
| Justin Kenney Insurance Agency | York, NE | May 2014 - Jan 2017 | 2 |
| York County Club | York, NE | Dec 2014 - Dec 2014 | < 1 |
| Applebees | York, NE | Jan 2013 - Dec 2014 | 1 |
| York College | York, NE | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- TX
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Total Assets Under Management12,680MILLIONS
-
Total Number of Accounts160,403ACCOUNTS
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Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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