Patrick Edward Aaron

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 01/2024
  Avantax Investment Services, Inc.
  Washington, PA
• 11/2013 → Present
  Aaron Accounting, Pc
  Washington, PA
• 12/2013 → 01/2024
  Avantax Advisory Services
  Washington, PA
• 12/2013 → 01/2024
  Avantax Insurance Agency, Llc
  Washington, PA
• 01/2024 → Present
  Lpl Financial Llc
  Washington, PA

Previous Registrations

• 2013-12-20 → 2024-01-10
  Avantax Advisory Services
  Mcmurray, PA
• 2009-06-02 → 2014-01-06
  Pnc Wealth Management Llc
  Mcmurray, PA
• 2007-10-29 → 2009-03-23
  Wells Fargo Clearing Services, Llc
  Columbia, MD

Other Businesses

1) 12/2023 - Aaron Asset Management LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 10 Hrs per month / 100% Time Spent 2) 12/2023 - Seasonal Rental Property to start / Real Estate Rental / Co-owner / Inv. Related / 33928,FL / Start date 01/01/2024 - 1 Hrs per month - 1% Time Spent 3) 12/2023 - Aaron Accounting PC / Outside/W-2 Employment / Non Inv. Related / Washington PA / Start date 01/01/2014 - 10 Hrs per month - 10% Time Spent

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-26
• S63 Uniform Securities Agent State Law Examination
  2007-06-29

Other Names

• Patrick Aaron