Corrinna
Paxton

Ae Wealth Management, LLC

CRD#6523955
Investment Advisor
in Kahului, HI

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About this Advisor

Corrinna Paxton is a certified financial planner in Kahului, Hawaii. Currently an advisor with Ae Wealth Management, LLC, they have gathered 11 years of professional experience as a financial advisor. Paxton holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Paxton is able to work with customers based out of Hawaii. Over the course of their career, they have held roles at Td Waterhouse Financial Planning, Bayada Home Health Care, Edward Jones, Ea Buck, Madison Avenue Securities, LLC and Ae Wealth Management, LLC. Ae Wealth Management, LLC is located in Kahului, Hawaii, and operates out of 323 brick-and-mortar locations across the United States. As a company, Ae Wealth Management, LLC oversees $9 billion in assets dispersed across 74,292 client accounts and retains more than 475 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 2% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Ae Wealth Management, LLC can provide 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. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

Disclosures

No

Office Location

33 Lono Avenue Suite 310
Kahului, HI 96732

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$8,583,746,349

HI Average: $2,243,162,756
Total Number of Employees

475

HI Average: 44
Total Number of Accounts

74,292

HI Average: 4,091
Average Account Size

$115,541

HI Average: $548,316

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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

Corrinna Paxton Work History

Corrinna has 11 years of experience.

2019 - Present (2 years)

Ea Buck

2019 - Present (2 years)

Madison Avenue Securities, LLC

2019 - Present (2 years)

Ae Wealth Management, LLC

2015 - 2015 (< 1 year)

Bayada Home Health Care

2015 - 2019 (4 years)

Edward Jones

2009 - 2014 (5 years)

Td Waterhouse Financial Planning

Disclosures

Corrinna Paxton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ae Wealth Management, LLC

Nathaniel Miller
Topeka, KS
Kirk Stewart
Topeka, KS
Gabriela Nioce
Topeka, KS
Michael Battaglia
Evansville, IN
David Treece
Spartanburg, SC
Susan Hickey
Cranberry Township, PA
Samuel Dixon
Kissimmee, FL
Dustin Watts
Temecula, CA

This content was compiled from the SEC and FINRA.

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