Ae Wealth Management, LLC
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
Years of Experience
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Ae Wealth Management, LLC Brokerage Details
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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.
Madison Avenue Securities, LLC
Ae Wealth Management, LLC
Bayada Home Health Care
Td Waterhouse Financial Planning
Corrinna Paxton has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ae Wealth Management, LLC
Cranberry Township, PA