Aaron R. Squires

SQUIRES LAW & SQUIRES INVESTMENTS

RENO, NV

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CRD#: 5411940

Professional summary

Aaron Richard Squires, CFA, CFP® is a registered financial advisor currently at SQUIRES LAW & SQUIRES INVESTMENTS, LLC located in Reno, Nevada.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Aaron has worked at 10 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

AARON SQUIRES, ESQ., CPA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Richard Squires's 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®

CFA

Chartered Financial Analyst

CFP^®

CRD#: 14754

RENO, NV

Past

February 4, 2010 - August 31, 2010

QA3 FINANCIAL LLC

RIA

CRD#: 104957

RENO, NV

Past

September 25, 2007 - May 29, 2008

ALLIANCE ADVISORY & SECURITIES, INC.

CRD#: 18835

WESTLAKE VILLAGE, CA

Past

September 6, 2007 - May 29, 2008

ALLIANCE ADVISORY & SECURITIES, INC.

RIA

CRD#: 18835

WESTLAKE VILLAGE, CA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nevada
(12/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/4/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/24/2007

General Securities Representative Examination

Current Firm

SQUIRES LAW & SQUIRES INVESTMENTS, LLC

CRD#: 333991 / SEC#:

Nevada

Registered Investment Advisory firm - (12/10/2024 Approved)

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Contact information

Main Address

Reno, NV

Mailing Address

Phone number

(775) 722-3579

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	38
AUM (Assets Under Management)	$ 71,831,945

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Aaron R. Squires

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Richard Squires's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARKADIOS WEALTH ADVISORS

RESOURCE INVESTMENT ARCHITECTS, INC.

SUMMIT WEALTH INVESTMENTS

SQUIRES & ARMENTROUT INVESTMENTS

SANCHEZ WEALTH MANAGEMENT, LLC

RESOURCE CAPITAL MANAGEMENT, LLC

QA3 FINANCIAL CORP.

QA3 FINANCIAL LLC

ALLIANCE ADVISORY & SECURITIES, INC.

ALLIANCE ADVISORY & SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/4/2007

Series 7

Date: 9/24/2007

Current Firm

SQUIRES LAW & SQUIRES INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SQUIRES LAW & SQUIRES INVESTMENTS, LLC

TRUST BUT VERIFY

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