Aaron
Bly

Amicus Financial Advisors, LLC

CRD#7172603
Investment Advisor
in Lubbock, TX

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About this Advisor

Aaron Bly is a financial advisor based in Lubbock, Texas, working with Amicus Financial Advisors, LLC. Aaron has previously worked at Amicus Financial Advisors, LLC, 4Ore! Golf, J Ferg Pros, Pfg Advisors, Academy Sports + Outdoors, and High School. Aaron has passed the Series 65 regulatory exam and is registered to provide services in New Mexico, Texas, and Utah. Currently, Aaron is part of Amicus Financial Advisors, LLC, which operates out of Lubbock, Texas. The firm has 8 offices and 20 employees. The firm manages assets totaling $511.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Amicus Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7021 Kewanee Ave 4-102
Lubbock, TX 79424

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Amicus Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$511,209,833

TX Average: $3,042,739,679
Total Number of Employees

20

TX Average: 49
Total Number of Accounts

1,408

TX Average: 2,315
Average Account Size

$363,075

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Aaron Bly Work History

2021 - Present (4 years)

Amicus Financial Advisors, LLC

2020 - 2020 (< 1 year)

J Ferg Pros

2019 - 2020 (1 year)

Pfg Advisors

2017 - 2021 (4 years)

4Ore! Golf

2017 - 2017 (< 1 year)

Academy Sports + Outdoors

2013 - 2017 (4 years)

High School

Disclosures

Please visit the SEC profile of Aaron Bly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Amicus Financial Advisors, LLC

David Tombs
Lubbock, TX
Bryan Sauceda
Lubbock, TX
Nicholas Bodily
Lehi, UT
Joseph Asrat
Lubbock, TX
George Allen
Lubbock, TX
Benson Packer
Lubbock, TX
Derek Robinett
Midland, TX
Daniel Maxwell
Lubbock, TX

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