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Timothy Aja

Advisor at AJA Financial LLC

Updated today
AJA Financial LLC logo

Firm

AJA Financial LLC

Location

Opelika, AL

Credentials

Series 66

Industry experience

8 years

Client services

Financial planning Portfolio management

Fee options

Fixed

Project-Based Financial Planning fixed fees range between $500 and $1,500; Financial Plan Change/Update fees range between $250 and $1,000

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001+: 0.70%

Work history

City of Opelika

2022 - Present (4 years)

Aja Financial, LLC

2019 - Present (7 years)

Arbor Point Advisors

2019 - 2020 (1 year)

Securities America, Inc.

2019 - 2020 (1 year)

Cetera Advisor Networks Llc

2019 - 2019 (1 year)

Cetera Investment Advisers LLC

2018 - 2019 (1 year)

Summit Brokerage Services Inc.

2018 - 2019 (1 year)

U.S. Navy Selected Reserve

2014 - Present (12 years)

PRICEWATERHOUSECOOPERS

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Linda S

Series 66

Opelika, AL

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

David B

Series 63, Series 65

Auburn, AL

Merrill

David Brooks serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over a decade of experience in the financial services industry. Since joining Merrill Lynch in 2012, David has focused on simplifying the complexities of his clients' financial situations by offering advice grounded in time-tested principles. He works closely with individuals, families, and business owners, emphasizing attentive, client-focused service and aiming to be their primary and enduring resource for financial guidance. David's areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, sports and entertainment, and retirement income. Prior to his role at Merrill Lynch, David gained experience at Vanguard Investment Co in Charlotte, North Carolina. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Auburn University’s College of Business. David resides in Auburn, Alabama, with his wife Candice and their three sons. Both David and Candice are Auburn University graduates who value family and commitment. They are members of First Baptist Church Opelika and enjoy traveling together and sharing new experiences as a family. Outside of work, David’s interests include golf, adventure sports, boating, cooking, fishing, football, hunting, music, and spending time with his family.

Wealth management Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Parents Young Families

Carson C

CFP®, Series 66

Opelika, AL

Edward Jones

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance

Christopher B

Series 66

Auburn, AL

Edward Jones

Retirement income strategy General retirement planning Inheritance planning Divorce financial planning Multi-generational wealth transfer

Kelly W

CFP®, ChFC®, Series 66

Auburn, AL

Edward Jones

Charitable giving & philanthropy Divorce financial planning Family Business Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Hense E

Series 66

Auburn, AL

Retirement Plans, LLC

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