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Aaron James Neeley

HAROLD W. DANCE INC.·LOGAN, Utah
SIE, Series 7, Series 26, Series 66, Series 99TOClean record10 years registeredHAROLD W. DANCE INC.
72 E CENTER STREET, LOGAN, UT 84321CRD# 6001558Firm CRD# 1582

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron James Neeley · LOGAN, UT
Registration
CRD #6001558 · HAROLD W. DANCE INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

HAROLD DANCE INVESTMENTS
Sep 2015 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 26
Series 66
Series 99TO
Registration record
First registered · September 15, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HAROLD W. DANCE INC.
CRD 1582 · SEC 801-129647
AUM
$119M
Regulatory assets under management
Employees
7
207 client accounts
Services offered by HAROLD W. DANCE 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 HAROLD W. DANCE INC. →
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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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Other Advisors at HAROLD W. DANCE INC.

Daniel Joseph Neeley
LOGAN, UT
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Stephen F Neeley
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