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AARON JOSEPH GRAVEL
AARON GRAVEL
CRD#: 4658003
IA
Investment Adviser
ACRYLIC FINANCIAL, INC.CRD#: 288263 Surprise, AZ
Registration History
2008201020122014201620182020202220242026IAACRYLIC FINANCIAL, INC. (CRD# 288263)2024 - Present (<1 year)IATHE PLANNING GROUP (CRD# 113887)2008 - 2009 (1 year)IAPRIMEVEST FINANCIAL SERVICES, INC. (CRD# 15340)2008 - 2008 (<1 year)
License(s)

State Registrations

IA
Arizona 7/1/2024

Current Registration(s)
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ACRYLIC FINANCIAL, INC. (CRD#:288263)
Surprise, AZ
Registered with this firm since 7/1/2024

Previous Registration(s)
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09/26/2008 - 11/09/2009 THE PLANNING GROUP (CRD#:113887) SCOTTSDALE, AZ
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05/01/2008 - 11/10/2008 PRIMEVEST FINANCIAL SERVICES, INC. (CRD#:15340) BRISTOL, CT
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.