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Aaron John Harken

CGI WEALTH ADVISORS, INC.·FRAZER, Pennsylvania
Clean recordCGI WEALTH ADVISORS, INC.
SWEDESFORD CORPORATE CENTER, FRAZER, PA 19355CRD# 2777443Firm CRD# 311273

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron John Harken · FRAZER, PA
Registration
CRD #2777443 · CGI WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Aaron John Harken is a registered financial advisor based in FRAZER, Pennsylvania, affiliated with CGI WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CGI WEALTH ADVISORS, INC.
CGI WEALTH ADVISORS, INC.
AUM
$99M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CGI WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2777443
Firm CRD# 311273
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Aaron John Harken offer?
Aaron John Harken specializes in Financial Planning, Investment Management. Contact their office in FRAZER, Pennsylvania for a consultation.
What are Aaron John Harken's credentials?
Aaron John Harken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron John Harken located?
Aaron John Harken is based in FRAZER, Pennsylvania, working with CGI WEALTH ADVISORS, INC.. Their office serves clients in the FRAZER metropolitan area and surrounding communities.
How does Aaron John Harken charge for services?
Aaron John Harken'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 CGI WEALTH ADVISORS, INC.?
CGI WEALTH ADVISORS, INC. has approximately 2 employees and manages $99M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CGI WEALTH ADVISORS, INC.

Vance Bradley Palmer
FRAZER, PA

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CGI PLAN ADVISORS, INC.·FRAZER, PA

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Research
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