Aaron
Gagnier

Success Wealth Management LLC

CRD#4426756
Investment Advisor
in Warwick, RI

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About this Advisor

Aaron Gagnier is a financial advisor working in Warwick, Rhode Island with 4 years of industry experience. Gagnier is an employee of Success Wealth Management LLC. Over the course of their career, they have held roles at Lincoln Investment, Independent Agent Dba Charter Financial Group, Bankers Life, Security Force Inc, Questar Asset Management, Success Wealth Management, LLC and Capital Analysts. Gagnier has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Massachusetts and Rhode Island. Success Wealth Management LLC is a financial advisory business with a branch in Warwick, Rhode Island.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

4 years

Office Location

275 West Natick Road Suite 450
Warwick, RI 02886

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Aaron Gagnier Work History

Aaron has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Success Wealth Management, LLC

2015 - Present (9 years)

Independent Agent Dba Charter Financial Group

2017 - 2019 (2 years)

Questar Asset Management

2016 - 2017 (1 year)

Lincoln Investment

2016 - 2017 (1 year)

Capital Analysts

2014 - 2015 (1 year)

Bankers Life

2012 - 2014 (2 years)

Security Force 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 Aaron Gagnier 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 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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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.

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