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Aaron Scott Archambo

ARCHAMBO FINANCIAL ADVISORS, INC.·BARTLESVILLE, Oklahoma
SIE, Series 7, Series 11, Series 63, Series 65, Series 99TOCFPClean record28 years registeredARCHAMBO FINANCIAL ADVISORS, INC.
310 SOUTH OSAGE, BARTLESVILLE, OK 74003CRD# 2587428Firm CRD# 129927

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Scott Archambo · BARTLESVILLE, OK
Registration
CRD #2587428 · ARCHAMBO FINANCIAL ADVISORS, INC. · 28 years registered
Brand Profile
Not yet started
01

Career History

ARCHAMBO FINANCIAL ADVISORS, INC.
Jan 2004 – present
FIRST INVESTMENT CORPORATION
Jan 1998 – Dec 2004
BARTLESVILLE, OK
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 11
Series 63
Series 65
Series 99TO
Registration record
First registered · January 14, 1998
Years registered · 28
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARCHAMBO FINANCIAL ADVISORS, INC.
CRD 129927 · SEC 801-120463
AUM
$158M
Regulatory assets under management
Employees
5
215 client accounts
Services offered by ARCHAMBO FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ARCHAMBO FINANCIAL ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Aaron Scott Archambo offer?
Aaron Scott Archambo specializes in Financial Planning, Investment Management. Contact their office in BARTLESVILLE, Oklahoma for a consultation.
What are Aaron Scott Archambo's credentials?
Aaron Scott Archambo holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Aaron Scott Archambo located?
Aaron Scott Archambo is based in BARTLESVILLE, Oklahoma, working with ARCHAMBO FINANCIAL ADVISORS, INC.. Their office serves clients in the BARTLESVILLE metropolitan area and surrounding communities.
How does Aaron Scott Archambo charge for services?
Aaron Scott Archambo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARCHAMBO FINANCIAL ADVISORS, INC.?
ARCHAMBO FINANCIAL ADVISORS, INC. has approximately 5 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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