Aaron Russell Handfield

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

• 08/2013 → Present
  Schools First Federal Credit Union
  Santa Ana, CA
• 08/2013 → Present
  Cuna Brokerage Services, Inc
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Chino, CA

Previous Registrations

• 2013-08-27 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Chino, CA
  Rancho Cucamonga, CA
  Riverside, CA
  Corona, CA
  Anaheim, CA
  Norco, CA
• 2013-04-01 → 2013-08-12
  J.P. Morgan Securities Llc
  Anaheim, CA
  Anaheim Hills, CA
  Anaheim, CA
• 2010-12-06 → 2013-04-03
  Edward Jones
  Yorba Linda, CA
  St Louis, MO

Other Businesses

1) 05-18-2022-SchoolsFirst FCU- Investment Related- At Reported Business Location(s)- Financial Institution Duty-Advisor-START DATE: 08/2013-160 Hours Per Month/160 Hours During Trading-Time Spent Percent: 100% 2) 05-18-2022- Schools First Investment Services- Investment Related At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-

Exams

• S66 Uniform Combined State Law Examination
  2010-12-03

Other Names

• Aaron Handfield