Nicole AguinaldoCRD Number: 6682373
Current Firm: Rbc Capital Markets, LLC
Nicole Aguinaldo (CRD# 6682373) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Mclean, VA and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Rbc Capital Markets, LLC||Mclean, VA||Jun 2019 - Current||3|
|Aveda||Mclean, VA||Dec 2014 - Feb 2020||5|
|Wells Fargo Clearing Services, LLC||Alexandria, VA||Nov 2016 - Jun 2019||2|
|Cam Private Wealth Services||Reston, VA||Jul 2016 - Nov 2016||< 1|
|Virginia Tech||Blacksburg, VA||Aug 2012 - May 2016||3|
|Pandora||Mclean, VA||Feb 2012 - Mar 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
Total Assets Under Management201,164MILLIONS
Total Number of Accounts395,275ACCOUNTS
Average Account Value$508,922
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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