Roel AguinaldoCRD 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.
Dorman Skorheim Wealth Management LLC
Raymond James & Associates, Inc.
Penniall & Associates
|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|
Total Assets Under Management17,630MILLIONS
Total Number of Accounts377,404ACCOUNTS
Average Account Value$46,713
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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