Aaron Mabley
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$18.9BFirm 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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Benjamin F. Edwards & Company, Inc.Oct 2026 to now
- Benjamin F. EdwardsOct 2026 to now
- Cetera Planning PartnersSep 2026 to Oct 2026
- Cetera Investment Advisers LLCSep 2025 to Oct 2026
- Cetera Wealth Services, LLCSep 2025 to Oct 2026
- Avantax Advisory ServicesJan 2025 to Sep 2025
- Avantax Investment ServicesJan 2025 to Sep 2025
- Avantax Planning Partners, Inc.Nov 2024 to Sep 2025
- Xgen Holdings LLCJan 2024 to Nov 2024
- Benjamin F. Edwards & CompanySep 2020 to Jan 2024
- Morgan StanleyJan 2019 to Sep 2020
- UnemployedJul 2018 to Jan 2019
- Leavett Group SouthwestJul 2017 to Sep 2017
- Grand Canyon UniversityMay 2017 to Jul 2018
- Specialty Freight SolutionsAug 2016 to Aug 2017
- Pima Community CollegeAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Benjamin F. Edwards & Company, Incorporated
$18.9BAssets managed
33,057Clients
514Advisers
16 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
- 7039662
- Firm CRD
- 146936