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Aaron Lee Phelps is a financial advisor professional located in Orlando, FL. They specialize in financial advisory. With over 26 years of experience, they bring deep expertise to every client.
Aaron Lee Phelps - Charles Schwab & Co., Inc. holds an active professional license (FINRA CRD) for your protection.
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Aaron Lee Phelps is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. With 26 years in the financial services industry, he brings extensive experience in wealth management and investment guidance. His FINRA CRD registration (License #3213600) reflects his professional standing in the financial advisory field. Phelps works with clients seeking comprehensive financial planning and investment strategies tailored to their individual circumstances and goals.
Aaron Lee Phelps holds a FINRA CRD (Central Registration Depository) registration, which is the industry standard credential for financial professionals. This registration means he is registered with the Financial Industry Regulatory Authority and has met baseline competency requirements to advise clients on securities and investments. FINRA oversight ensures compliance with regulatory standards and ethical conduct in financial advisory work. His 26 years of experience reflects substantial tenure in managing client portfolios and providing investment guidance within the framework of securities regulations.