Aaron Benjamin Davis

Employer firm

Preferred Retirement Options, Inc CRD 116172

480 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 02/2016 → 09/2016
  Dce Billing
  Las Vegas, NV
• 04/2015 → Present
  Barkdull Financial Group
  Las Vegas, NV
• 04/2018 → Present
  Preferred Retirement Options
  Idaho Falls, ID

Previous Registrations

• 2015-01-20 → 2015-12-31
  Mml Investors Services, Llc
  Las Vegas, NV
  Las Vegas, NV

Other Businesses

Insurance Agent for Barkdull Financial Group. This business is investment related. Address is 2470 E. Flamingo Rd., Las Vegas, NV 89121. The nature of the business is an insurance agency. Aaron began working there in 2015. Aaron works 120 hours a month to this business, 60 hours a month during securities trading hours. Aaron manages insurance policies for clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-23
• S66 Uniform Combined State Law Examination
  2014-12-01
• S63 Uniform Securities Agent State Law Examination
  2014-05-14