Veronica
Aaron

Householder Group Estate & Retirement Specialists

CRD#2513561
Investment Advisor
in Brea, CA

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About this Advisor

Veronica Aaron is a financial advisor working out of Brea, California with 10 years of relevant experience. Aaron works at Householder Group Estate & Retirement Specialists. Aaron has gained experience at Householder Group Financial Advisors, LLC, Securities Service Network, Inc, Lpl Financial LLC and Householder Group Estate & Retirement Specialists. Aaron holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Householder Group Estate & Retirement Specialists is a financial advisory firm operating out of Scottsdale, AZ. The firm has offices in 27 locations and a total of 96 financial advisors. It manages $1 billion in assets between its 6,426 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 6,426 accounts, 98% are associated with high-net-worth clients who have more than $1 million in assets. Householder Group Estate & Retirement Specialists offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees usually vary depending on the type of services. Fees charged by Householder Group Estate & Retirement Specialists likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

10 Pointe Drive Suite 100
Brea, CA 92821

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Householder Group Estate & Retirement Specialists Brokerage Details

Total Assets Under Management

$1,081,197,518

CA Average: $1,555,372,352
Total Number of Employees

96

CA Average: 37
Total Number of Accounts

6,426

CA Average: 1,370
Average Account Size

$168,254

CA Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Veronica Aaron Work History

Veronica has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Lpl Financial LLC

2013 - Present (11 years)

Householder Group Estate & Retirement Specialists

2009 - Present (15 years)

Householder Group Financial Advisors, LLC

2009 - 2013 (4 years)

Securities Service Network, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Veronica Aaron to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Householder Group Estate & Retirement Specialists

Tyler Finch
Edmond, OK
Bryan Wilczewski
Lancaster, CA
Justin Nimock
Englewood, CO
Douglas Parker
Houston, TX
Suzette Bates
Columbus, MS
Robert Valenzuela
Rancho Mirage, CA
Lisa Kachel
Clackamas, OR
Amy Nelson
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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