Aaron
Harken
Cgi Wealth Advisors, Inc
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About this Advisor
Aaron Harken is a financial advisor working in Malvern, Pennsylvania with a total of 2 years of industry experience. Harken currently works for Cgi Wealth Advisors, Inc. Throughout their career, Harken has worked at The Conestoga Group, Cgi Wealth Advisors, Inc and Commonwealth Financial Network. Harken maintains a Series 63 license, which qualifies them as a securities broker, and can serve investors in Pennsylvania. Cgi Wealth Advisors, Inc is a financial advisory business operating out of Malvern, PA. It controls $90 million in total assets among its 114 accounts, placing it among the smaller investment advisory firms in the nation by assets under management. The firm performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically depend on which service is provided. Fee types billed by Cgi Wealth Advisors, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cgi Wealth Advisors, Inc Brokerage Details
$90,185,798
2
114
$791,103
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Aaron Harken Work History
Aaron has been registered as a financial advisor for 2 years.*
Cgi Wealth Advisors, Inc
The Conestoga Group
Commonwealth Financial Network
*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 Aaron Harken 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 Cgi Wealth Advisors, Inc
Malvern, PA
Malvern, PA
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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