Omar Aguilar (CRD# 6014824) is an Investment Advisor Representative working at Blue Ladder Financial Planning, LLC in Benbrook, TX and has over 12 years of experience in the finance industry.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
CRD# 5297105
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Ladder Financial Planning, LLC | Benbrook, TX | Apr 2022 - Current | 2 |
| Omar Aguilar Sole Proprietor | Benbrook, TX | Mar 2022 - Current | 2 |
| Air Force Reserves | Abilene, TX | Dec 2018 - Current | 5 |
| First Command Advisory Services | Ft. Worth, TX | Apr 2016 - Apr 2022 | 6 |
| First Command Broerkage Services, Inc. | Ft. Worth, TX | Feb 2016 - Apr 2022 | 6 |
| Jp Morgan Chase | Ft. Worth, TX | Jul 2007 - Feb 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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