Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Aguilar is a financial advisor with Charles Schwab & Co., Inc. based in Austin, TX. James has been in the financial industry since June 2010, and has a wide range of experience working with clients in different capacities. James is a registered representative and investment advisor representative in Texas. In addition to providing investment advice, James provides financial planning services. James is committed to providing clients with personalized service and helping them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
06/20/2023 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
06/13/2019 - 12/22/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
06/13/2019 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
08/14/2007 - 12/20/2018
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
09/25/2007 - 01/30/2013
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2022
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/21/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/21/2022
Series 4 - Registered Options Principal Examination
BC
Issued 09/25/2023
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 07/26/2023
Series 3 - National Commodity Futures Examination
BC
Issued 12/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/21/2022
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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