Brian Aguilar (CRD# 2510341) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Philadelphia, PA and has over 15 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services | Philadelphia, PA | Jul 2019 - Current | 4 |
| Charles Schwab & Company, Inc. | Wayne, PA | Apr 2015 - Jun 2019 | 4 |
| Charles Schwab Bank | Wayne, PA | Apr 2015 - Jun 2019 | 4 |
| E*trade Capital Management LLC | King Of Prussia, PA | Sep 2006 - Apr 2015 | 8 |
| E*trade Securities LLC | King Of Prussia, PA | Jul 2006 - Apr 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- PA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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 businesses (other than small businesses) or institutional clients
- 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, MA, 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, VT, WA, WI, WV, WY
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