Kevin AguasCRD 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 15 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Insurance Sales||Flagstaff, AZ||Jun 2015 - Current||2|
|Northern Arizona University||Flagstaff, AZ||Aug 2012 - Current||5|
|Cue Financial Group Inc.||Phoenix, AZ||Jul 2009 - Current||8|
|Foothill Securities, Inc.||Flagstaff, AZ||Jun 2009 - Current||8|
|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|
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
Total Assets Under Management383MILLIONS
Total Number of Accounts1,794ACCOUNTS
Average Account Value$213,467
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, IL, MI, MT, NC, NE, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA