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Aaron Cornelius Mabon

Advisor at Raymond James Financial — La Grange, GA

Updated today

Credentials

Series 63, Series 66

Experience

19 years

Location

LaGrange, GA 30240

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,498

Across 2,990 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Aaron Mabon is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He previously worked at Commonwealth Financial Network for 13 years before joining Raymond James Financial Services Advisors, Inc. in 2025. Outside of his advisory role, Mabon is a partner in TNI Realty, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

La Grange, GA

306 Church St

La Grange GA 30240

Advisors at this office

2

Most active in

Georgia

Work history

19 years of industry experience

Raymond James Financial Services, Inc.

2025 - Present • 1 year

LaGrange, GA

Raymond James Financial Services Advisors, Inc.

2025 - Present • 1 year

LaGrange, GA

Commonwealth Financial Network

2012 - 2025 • 13 years

Waltham, MA

LPL Financial

2009 - 2012 • 3 years

Lagrange, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Tyler B

CFP®

Lagrange, GA

Baker Wealth Group LLC

Tyler Baker is a CFP® professional with eight years of industry experience. He is the founder and sole advisor at Baker Wealth Group LLC, an independent firm based in Lagrange, GA. Prior to establishing his own firm in 2022, he worked at Mariner Wealth Advisors and Willis Johnson & Associates. Baker Wealth Group LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients. The firm focuses on tailored portfolios using asset allocation, technical analysis, and trading strategies, and offers select clients access to third-party tax return preparation.

Annuities General estate planning guidance
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Natalie P

CFP®, Series 63, Series 65, Series 66

LaGrange, GA

Kestra Private Wealth Services, LLC

Natalie Phillips is a CFP® professional with 18 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. She previously worked at Edward Jones for 17 years and was a homemaker from 2022 to 2024. Outside of advisory work, she owns a real estate business managing a commercial property. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individuals and institutional clients with a variety of investment products and advisory platforms, offering both discretionary and non-discretionary arrangements.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Daniel P

Series 63, Series 66

Lagrange, GA

The Fiduciary Alliance

Daniel Phillips is a financial advisor at The Fiduciary Alliance with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Madison Park Capital Advisors, LLC and Charles Schwab. Outside of his advisory role, he is a cofounder and 10% owner of BLOXX, LLC, an electronic privacy protection company. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm employs a variety of analytical approaches and may utilize third-party managers while also offering ERISA 3(21) nondiscretionary services to plan sponsors.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Kyle C

CFP®, Series 66

Lagrange, GA

The Fiduciary Alliance

Kyle Crawford is a CFP® with 24 years of industry experience, currently practicing at The Fiduciary Alliance since 2024. His prior work includes roles at Bison Wealth, LLC and SA Stone Wealth Management, Inc., spanning over a decade. He also serves as a member of the Planning and Zoning Board for the City of Lagrange, GA, a position he has held since 2009. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, retirement plans, and other advisers. The firm employs a variety of analytical approaches and discretionary portfolio management, with notable involvement in ERISA 3(21) nondiscretionary services and collaboration with third-party managers.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Michael C

Series 65

Lagrange, GA

The Fiduciary Alliance

Michael Childress is a financial advisor at The Fiduciary Alliance in Lagrange, GA, holding a Series 65 designation with one year of industry experience. Before joining The Fiduciary Alliance, he worked at Senior Select Insurance and has a background in education spanning nine years. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers, utilizing a mix of fundamental, technical, and cyclical analysis alongside discretionary portfolio management and third-party resources.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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Patrick F

Series 66

Lagrange, GA

Truist Advisory Services

Patrick Flora is a financial advisor with Truist Advisory Services, holding a Series 66 credential and over 20 years of industry experience. His career includes roles at Truist Bank, Truist Investment Services, and earlier positions in retail and hospitality. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and third-party platform arrangements.

Founder/Business Owner Executive
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