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Aaron James Neeley

HAROLD W. DANCE INC.·LOGAN, Utah
Unclaimed Profile
72 E CENTER STREET, LOGAN, UT 84321CRD# 6001558Firm CRD# 1582
01

About

Aaron James Neeley is a registered financial advisor based in LOGAN, Utah, affiliated with HAROLD W. DANCE 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
03

Firm Overview

Firm
HAROLD W. DANCE INC.
HAROLD DANCE INVESTMENTS
AUM
$119M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at HAROLD W. DANCE INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6001558
Firm CRD# 1582
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Aaron James Neeley offer?
Aaron James Neeley specializes in Financial Planning, Investment Management. Contact their office in LOGAN, Utah for a consultation.
What are Aaron James Neeley's credentials?
Aaron James Neeley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron James Neeley located?
Aaron James Neeley is based in LOGAN, Utah, working with HAROLD W. DANCE INC.. Their office serves clients in the LOGAN metropolitan area and surrounding communities.
How does Aaron James Neeley charge for services?
Aaron James Neeley'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 HAROLD W. DANCE INC.?
HAROLD W. DANCE INC. has approximately 7 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Tyler Jay Vanderbeek — KEYSTONE WEALTH ADVISORS, LLCJames Don Vanderbeek — KEYSTONE WEALTH ADVISORS, LLCM. Mary Sinnott — SURGICAL FRONTIERS SERIES I, LLCSteven Craig Adams — CACHETECHGordon Levi Nelson — KEYSTONE WEALTH ADVISORS, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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