Roel Aguinaldo, financial advisor Orange CA

Roel Aguinaldo

CRD Number: 6620677
Current Firm: Valic Financial Advisors, Inc.

Roel Aguinaldo (CRD# 6620677) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Orange, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Orange, CA Oct 2017 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Rancho Cucamonga, CA Feb 2017 - Oct 2017 < 1
Waddell & Reed Inc. Riverside, CA Mar 2016 - Oct 2017 1
Sears Holding Corp Rancho Cucamonga, CA Aug 2015 - Feb 2017 1
Unemployed Rancho Cucamonga, CA May 2015 - Aug 2015 < 1
17th St Maxiprint Company Las Pinas, Mar 1998 - May 2015 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2016
Contact Info for Roel J. Aguinaldo
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    17,630
    MILLIONS
  • Total Number of Accounts
    377,404
    ACCOUNTS
  • Average Account Value
    $46,713
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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

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