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AS

Aaron G. Somers

CCO CAPITAL
Phoenix, AZ 85016-4258
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CRD#: 3145910
AS

Professional summary


Aaron George Somers is a registered financial professional currently at CCO CAPITAL, LLC located in Phoenix, Arizona.

Aaron is registered as a RR (Registered Representative) and started their career in finance in 1999. Aaron has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Aaron George Somers's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 14, 2016 - Present

CCO CAPITAL, LLC

Office #1: 2398 East Camelback Rd. 4th Floor, Phoenix, AZ 85016-4258Office #2: 2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016
BD
CRD#: 31147
Phoenix, AZ
Past

June 27, 2014 - November 15, 2016

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
OAKDALE, MN
Past

June 27, 2014 - November 15, 2016

OSAIC SERVICES, INC.

RIA
CRD#: 133763
PHOENIX, AZ
Past

June 27, 2014 - November 15, 2016

OSAIC WEALTH, INC.

RIA
CRD#: 23131
SCOTTSDALE, AZ
Past

June 27, 2014 - November 15, 2016

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
ATLANTA, GA
Past

June 26, 2014 - November 15, 2016

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

June 26, 2014 - November 15, 2016

OSAIC SERVICES, INC.

BD
CRD#: 133763
SCOTTSDALE, AZ
Past

June 26, 2014 - November 15, 2016

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

June 26, 2014 - November 15, 2016

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

January 19, 2012 - June 24, 2014

CCO CAPITAL, LLC

BD
CRD#: 31147
PHOENIX, AZ
Past

September 28, 2009 - January 20, 2012

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
SCOTTSDALE, AZ
Past

June 27, 2007 - January 20, 2012

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
SCOTTSDALE, AZ
Past

February 13, 2007 - June 19, 2007

COUNTRYWIDE INVESTMENT SERVICES, INC.

BD
CRD#: 103919
CHANDLER, AZ
Past

November 19, 2003 - April 3, 2006

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

February 25, 2002 - November 3, 2003

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
WINDSOR, CT
Past

May 13, 1999 - March 1, 2002

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

January 21, 1999 - April 27, 1999

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(11/14/2016)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/25/2009
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CC
CCO CAPITAL, LLC
CCO CAPITAL, LLC | COLE CAPITAL CORPORATION

CRD#: 31147 / SEC#: , 8-45375

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016
Mailing Address
2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016
Phone number
(602) 778-6312
Established
Delaware since 02/01/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CCO CAPITAL HOLDINGS, LLCOWNER
BECERRIL, CRYSTAL LFINOP7037197
BECERRIL, CRYSTAL LPRINCIPAL OPERATIONS OFFICER7037197
BECERRIL, CRYSTAL LPRINCIPAL FINANCIAL OFFICER7037197
DEMBO, JORDANSECRETARY7408267
SOMERS, AARON GEORGEDEPUTY CHIEF COMPLIANCE OFFICER3145910
TERRY, JOSEPH DEANCHIEF COMPLIANCE OFFICER4612910
VANDE KROL, EMILY LPRESIDENT5595099

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CCO CAPITAL, LLC

CRD#: 31147Phoenix, AZ 85016-4258

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