Aaron Andreas (CRD# 4369291) is an Investment Advisor Representative working at Arbor Wealth Advisors LLC in Troy, MI and has over 23 years of experience in the finance industry.
CRD# 6150772
J.p. Morgan Securities LLC
CRD# 4718596
Law Office Of Kevin Adams, Pllc
CRD# 6679672
Center For Financial Planning Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arbor Wealth Advisors, LLC | Troy, MI | Oct 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
- MI
- TX
-
Total Assets Under Management514MILLIONS
-
Total Number of Accounts282ACCOUNTS
-
Average Account Value$1,823,898
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MI, TX
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