Ramon AguirreCRD Number: 6118768
Current Firm: Lincoln Investment
Ramon Aguirre (CRD# 6118768) is an Investment Advisor Representative working at Lincoln Investment in Irving, TX and has over 5 years of experience in the finance industry.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|Lincoln Investment||Fort Washington, PA||Jul 2016 - Current||1|
|Creating & Managing Wealth||Irving, TX||Jul 2016 - Current||1|
|Compass Bank||Birmingham, AL||Sep 2015 - Current||2|
|Bbva Wealth Solutions Inc.||Southlake, TX||Oct 2015 - Jul 2016||< 1|
|Bbva Securities Inc.||Southlake, TX||Sep 2015 - Jul 2016||< 1|
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Sep 2015 - Jul 2016||< 1|
|Td Ameritrade||Fort Worth, TX||Oct 2014 - Aug 2015||< 1|
|First Command Financial Services||Fort Worth, TX||Feb 2014 - Oct 2014||< 1|
|Hd Vest Financial Services||Irving, TX||Feb 2013 - Feb 2014||1|
|Unemployed||Abilene, TX||Jan 2012 - Jan 2013||1|
|University Of Mary Hardin Baylor||Belton, TX||Jan 2009 - Dec 2011||2|
|University Of Mary-hardin Baylor||Belton, TX||Jan 2011 - May 2011||< 1|
|Hardin Simmons University||Abilene, TX||Aug 2007 - Jan 2009||1|
|Target||Abilene, TX||Sep 2008 - Dec 2008||< 1|
|Rose Park Tennis Center||Abilene, TX||Jan 2008 - Dec 2008||< 1|
|Hardin - Simmons University||Abilene, TX||Aug 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2013|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management6,294MILLIONS
Total Number of Accounts109,798ACCOUNTS
Average Account Value$57,320
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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