Joan Aguilar, financial advisor Sebring FL

Joan Aguilar

CRD Number: 5181019
Current Firm: Raymond James Financial Services Advisors, Inc.

Joan Aguilar (CRD# 5181019) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sebring, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Sweetwater Wealth Management, LLC Sebring, FL Jun 2021 - Current 2
Legacy Wealth Holdings Llc Dba Legacy Accounting Services Sebring, FL Sep 2019 - Current 4
Raymond James Financial Services, Inc. Sebring, FL Jul 2018 - Current 5
Raymond James Financial Services Advisors, Inc. Sebring, FL Jul 2018 - Current 5
Suntrust Investment Sebring, FL Jul 2006 - Jul 2018 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Joan M. Aguilar
Phone Number: 727-567-3020
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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