Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Aguillon is a financial advisor at Independent Financial Partners. Raymond is a registered investment advisor with experience in the industry since 1999. Raymond is licensed to provide financial advice in Texas, New Mexico, New Jersey, North Carolina, Arkansas, and Tennessee. Raymond's expertise includes financial planning, portfolio management for individuals, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
TX
07/06/2012 - Present
Independent Financial Partners (Shevano TX)
TX
07/03/2012 - 05/23/2019
LPL FINANCIAL LLC (SHAVANO PARK TX)
TX
06/14/2005 - 07/05/2012
WELLS FARGO ADVISORS, LLC (SAN ANTONIO TX)
IL
01/24/2003 - 06/07/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
05/13/1999 - 09/25/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/13/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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