Integrity, perseverance, and vision are the values that lead to success. As an Investment Advisory Representative for Trilogy Financial Services, Aaron Johnson uses these core values to provide the best possible service for all his clients.
Aaron demonstrated responsibility from a young age, becoming an Eagle Scout at the age of 16. He graduated from the University of California at Santa Barbara in 2006, which included a year spent abroad studying in Madrid, Spain. He joined Trilogy Financial Services at the beginning of 2008. Due to his hard work and perseverance, he was one of the first representatives promoted to Vice President of Investments in Corona in January 2012.
Aaron works to help his clientele achieve both short and long term financial goals, from the purchase of a first home to an independent and comfortable retirement. He enjoys developing personalized financial plans that help his clients set and meet goals, implementing strategies unique to each client's situation.
Aaron is an Investment Advisory Representative and holds the Series 6, 7, 63, 65, Life and Long Term Care insurance licenses. His other interests include sports, snowboarding, and travel.
|Firm Start Year:||1999|
|Name of Broker/Dealer:||National Planning Corporation|
|States Licensed in:||California, with clients in many other states.|
|Number of Years with Current Firm:||5|
|I work with the following types of clients:||Businesses , Individual Investors , Non-Profit Organizations|
|Investment Types:||Insurance , Stocks , Mutual Funds , Bonds , Options & Futures , Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Annuities , Socially Responsible Investments (SRI)|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Disability , Health , Life , Long Term Care , Variable Annuity , Variable Life , Annuity|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||0|
|Compensation Methods:||Flat Fee , Based on Assets|
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