Aaron
Davis

Preferred Retirement Options, Inc

CRD#6270715
Investment Advisor
in Las Vegas, NV

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Aaron Davis is a financial advisor based in Las Vegas, Nevada, working with Preferred Retirement Options, Inc. Aaron has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Dce Billing, Barkdull Financial Group, Preferred Retirement Options, Mml Investors Services LLC, and Massmutual Life Insurance Company. Aaron has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in Nevada. Currently, Aaron is part of Preferred Retirement Options, Inc, which operates out of Las Vegas, Nevada.

Certifications and Registrations

Series 66, Series 63, Series 65

Office Location

2470 E. Flamingo Rd. Suite A
Las Vegas, NV 89121

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Aaron Davis Work History

2018 - Present (7 years)

Preferred Retirement Options

2015 - Present (10 years)

Barkdull Financial Group

2016 - 2016 (< 1 year)

Dce Billing

2014 - 2016 (2 years)

Mml Investors Services LLC

2014 - 2016 (2 years)

Massmutual Life Insurance Company

2013 - 2014 (1 year)

Northwestern Mutual Life Insurance Company

2013 - 2014 (1 year)

Northwestern Mutual Investment Services, LLC

Disclosures

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started