Aaron Davila (CRD# 7605286) is an Investment Advisor Representative working at Osaic Institutions, Inc. in San Antonio, TX and has 1 year of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Affcu | San Antonio, TX | Jul 2022 - Current | 1 |
| Infinex Investments | San Antonio, TX | Jul 2022 - Current | 1 |
| L.k. Jordan & Associates | San Antonio, TX | Jun 2022 - Jul 2022 | < 1 |
| Unemployed | San Antonio, TX | Jan 2019 - Jun 2022 | 3 |
| Schooling | Evanston, IL | Sep 2013 - Dec 2018 | 5 |
| Northwestern University Office Of Undergraduate Admissions | Evanston, IL | Apr 2016 - Aug 2017 | 1 |
| Northwestern University Residential Services | Evanston, IL | Aug 2016 - Jun 2017 | < 1 |
| Northwestern University Office Of Undergraduate Admissions | Evanston, IL | Mar 2014 - Mar 2016 | 2 |
| Mcdonald's | Ocean City, NJ | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- TX
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Total Assets Under Management3,627MILLIONS
-
Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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