Ramon Aguirre, financial advisor Irving TX
90 score

Ramon Aguirre

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
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 1
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
Abilene High School Abilene, TX Aug 2002 - Aug 2007 5
Self Employed Abilene, TX Aug 2004 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Ramon V. Aguirre
Phone Number: 215-887-8111
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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