Advisor at Aviator Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Aviator Financial, LLC
Location
Newport, PA 17074
Credentials
Series 63, Series 65
Industry experience
19 years
Financial planning fixed fees between $0 and $5,000
$0 - $50,000: 1.50% $50,001 - $350,000: 1.20% $350,001+: 1.00%
Aviator Financial, LLC
2019 - Present (7 years)
Waddell & Reed
2006 - 2018 (12 years)
Pennsylvania Air National Guard
1986 - 2017 (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Edward Jones
Series 65
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RWM Asset Management, LLC
Series 63
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RWM Asset Management, LLC
Series 63, Series 65
New Bloomfield, PA
RWM Asset Management, LLC
Series 63, Series 65
Newport, PA
Trustmont Advisory Group, Inc.
CFP®, Series 63, Series 65
Duncannon, PA
GWN Securities Inc.
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