Ernesto Aguilar, financial advisor San Antonio TX

Ernesto Aguilar

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Ernesto Aguilar
Phone Number: 319-352-4090
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,246
    MILLIONS
  • Total Number of Accounts
    7,426
    ACCOUNTS
  • Average Account Value
    $302,505
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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