Independent Financial Group
36yrs
Top advisor by experience in Yucaipa
32yrs
Aaron Bitran
Financial advisor at LPL Financial
Aaron Bitran is a fiduciary financial advisor in Yucaipa, California, with 32 years in the industry. Aaron joined LPL Financial in 2025, after ten years at Cuso Financial Services and a year at Essex National Securities. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 14 advisors with offices in Yucaipa, and one of 14 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience in California
Office31485 Yucaipa Blvd Unit 1, Yucaipa, CA 92399
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- 2015 – 2025Cuso Financial Services, L.P.Previously
- 2010 – 2015LPL Financial LLCPreviously
- Jan 2010 – Oct 2010Essex National Securities, LLCPreviously
- Mar 2009 – Jan 2010Arrowhead Investment Center, LLCPreviously
- Sep 2008 – Mar 2009Integrity Planners Inc.Previously
- Feb 2005 – Jun 2006Ifmg Securities, Inc.Previously
Contact Aaron
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Aaron. 31485 Yucaipa Blvd Unit 1Yucaipa, CA 92399Office · Get directions Facebook pageLPL Financial
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Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Aaron
How do I contact Aaron?
Call LPL Financial at (704) 733-3300 and ask for Aaron Bitran. Aaron works from the Yucaipa, CA office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 1994, about 32 years. Top 13% by experience in California.
What licenses does Aaron hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Aaron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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