Ernesto AguilarCRD Number: 4936290
Current Firm: Cuna Brokerage Services, Inc.
Ernesto Aguilar (CRD# 4936290) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in San Antonio, TX and has over 12 years of experience in the finance industry.
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
Imperium Wealth Management, LLC
|Cuna Brokerage Services, Inc.||Waverly, IA||Sep 2018 - Current||1|
|Cuna Mutual Group||Waverly, IA||Sep 2018 - Current||1|
|Compass Bank||Birmingham, AL||Mar 2018 - Sep 2018||< 1|
|Bbva Securities Inc.||San Antonio, TX||Mar 2018 - Sep 2018||< 1|
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Mar 2018 - Sep 2018||< 1|
|Bbva Wealth Solutions, Inc.||San Antonio, TX||Mar 2018 - Sep 2018||< 1|
|Cuso Financial Services, LP||San Diego, CA||Apr 2017 - Feb 2018||< 1|
|Swbc Investment Services LLC||San Antonio, TX||Feb 2016 - Apr 2017||1|
|J.p. Morgan Securities LLC||San Antonio, TX||Oct 2012 - Feb 2016||3|
|Chase Investment Services Corp||San Antonio, TX||Sep 2012 - Oct 2012||< 1|
|State Farm Insurance||Austin, TX||Feb 2011 - Aug 2012||1|
|State Farm Vp Management Corp||Austin, TX||Feb 2011 - Aug 2012||1|
|Jpmorgan Chase Bank Na||Oak Park, IL||Aug 2008 - Jan 2011||2|
|Chase Investment Services Corp||Oak Park, IL||Aug 2008 - Jan 2011||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S66||NASAA Uniform Combined State Law Examination||Mar 2016|
Total Assets Under Management2,246MILLIONS
Total Number of Accounts7,426ACCOUNTS
Average Account Value$302,505
- A percentage of assets under your management
- Hourly charges
- 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)
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
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