Aaron Samuel Crocker

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

• 11/2018 → 10/2021
  Wells Fargo Clearing Services
  Salt Lake City, UT
• 11/2018 → 02/2019
  Rhi General Group
  San Ramon, CA
• 09/2014 → 08/2018
  Brigham Young University
  Provo, UT
• 03/2016 → 09/2020
  The Ballroom Photographer
  Kearns, UT
• 05/2022 → 10/2024
  Zions Direct, Inc.
  Salt Lake City, UT
• 10/2021 → 05/2022
  University Of Utah Healthcare
  Salt Lake City, UT
• 11/2024 → Present
  Zions Bank
  Salt Lake City, UT
• 11/2024 → Present
  Lpl Financial
  Salt Lake City, UT

Previous Registrations

• 2022-06-06 → 2024-11-14
  Zions Capital Advisors, Inc.
  Salt Lake City, UT
• 2019-02-05 → 2021-10-25
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT

Other Businesses

1- 11/2024 / AARON CROCKER PHOTOGRAPHY / Other-Business Owner / Not Investment Related / 5 hrs mth / Kearns UT / Start date: 9/5/2020 2- 11/2024 / Zions Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2019-02-04

Other Names

• Aaron Crocker