Aaron C Tuttle
Investment adviser representative at LPL Financial LLC
20 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- LPL Financial LLCNov 2019 to now
- Northwestern Mutual Wealth Management CompanyOct 2009 to Nov 2019
- Abigail TuttleJul 2008 to Nov 2019
- John GatewoodAug 2007 to Nov 2019
- Jan SpaldingFeb 2007 to Nov 2019
- Northwestern Mutual Investment Services LLCMay 2006 to Nov 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5146790
- Firm CRD
- 6413