Juan AguilarCRD Number: 6928380
Current Firm: Transamerica Financial Advisors, Inc.
Juan Aguilar (CRD# 6928380) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Everett, WA and has over 3 years of experience in the finance industry.
The H Group Washington, Inc.
Wyatt Wealth Management
Royal Alliance Associates, Inc.
|Lspn Pro, LLC||Lindon, UT||Sep 2021 - Current||< 1|
|Legacyshield Solutions, Inc.||Ponte Vedra Beach, FL||Sep 2021 - Current||< 1|
|Aetos Leadership Group, LLC||Seattle, WA||Jul 2020 - Current||1|
|Transamerica Financial Advisors, Inc.||Renton, WA||Mar 2018 - Current||3|
|Heartland Institute Of Financial Technology||Renton, WA||Dec 2015 - Current||5|
|World Financial Group, Inc.||Renton, WA||Jul 2015 - Current||6|
|Daikin Applied||Jersey City, NJ||May 2015 - Nov 2016||1|
|Outback Steakhouse||Edgewater, NJ||Jan 2010 - Jul 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2018|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management2,071MILLIONS
Total Number of Accounts52,745ACCOUNTS
Average Account Value$39,264
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
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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