Roel Aguinaldo (CRD# 6620677) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Woodland Hills, CA and has over 6 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | < 1 |
| Valic Financial Advisors, Inc. | Orange, CA | Oct 2017 - Current | 5 |
| Various Insurance Carriers For W&r Insurance Agencies | Rancho Cucamonga, CA | Feb 2017 - Oct 2017 | < 1 |
| Waddell & Reed Inc. | Riverside, CA | Mar 2016 - Oct 2017 | 1 |
| Sears Holding Corp | Rancho Cucamonga, CA | Aug 2015 - Feb 2017 | 1 |
| Unemployed | Rancho Cucamonga, CA | May 2015 - Aug 2015 | < 1 |
| 17th St Maxiprint Company | Las Pinas, | Mar 1998 - May 2015 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- AZ
- CA
- FL
- ID
- MI
- NM
- TX
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Total Assets Under Management23,162MILLIONS
-
Total Number of Accounts359,447ACCOUNTS
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Average Account Value$64,438
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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