Donald Wayne Aaron

Employer firm

Regal Investment Advisors LLC CRD 125004

$2.88B regulatory AUM 61 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2019 → 06/2021
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2008 → 06/2021
  Aaron And Associates, Llc
  Danville, VA
• 06/2021 → Present
  Regal Investment Advisors
  Danville, VA

Previous Registrations

• 2019-08-08 → 2021-06-14
  Ae Wealth Management, Llc
  Danville, VA
  Stuart, VA

Other Businesses

1.) Aaron and Associates, LLC; YES INVESTMENT RELATED; 100 vicar Place Suite A Danville, VA 24540; INSURANCE SALES; Owner/President. START DATE 08/2008; APPROX 40 HRS/MONTH; APPROX 40 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-17

Other Names

• Donald Wayne Aaron