Kevin Aguas, financial advisor Phoenix AZ
71 score

Kevin Aguas

CRD Number: 4573669
Current Firm: Cue Financial Group, Inc.

Kevin Aguas (CRD# 4573669) is an Investment Advisor Representative working at Cue Financial Group, Inc. in Phoenix, AZ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Insurance Sales Flagstaff, AZ Jun 2015 - Current 1
Northern Arizona University Flagstaff, AZ Aug 2012 - Current 4
Cue Financial Group Inc. Phoenix, AZ Jul 2009 - Current 7
Foothill Securities, Inc. Flagstaff, AZ Jun 2009 - Current 7
Aguas Investment, Inc. Flagstaff, AZ Nov 2007 - Current 9
Flagstaff High School Flagstaff, AZ Jul 2012 - Aug 2014 2
Geneos Wealth Management, Inc. Flagstaff, AZ Jan 2005 - Jun 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S66 NASAA Uniform Combined State Law Examination Jul 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kevin J. Aguas
Phone Number: 602-252-0911
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    383
    MILLIONS
  • Total Number of Accounts
    1,794
    ACCOUNTS
  • Average Account Value
    $213,467
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, IL, MI, MT, NC, NE, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA

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BADGES
71

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