Miguel Aguilar (CRD# 7462438) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Westlake, TX | Oct 2021 - Current | 2 |
| Verizon Wireless | Fort Worth, TX | Jul 2018 - Oct 2021 | 3 |
| Lynn Smith Chevrolet | Burleson, TX | Apr 2018 - Jul 2018 | < 1 |
| Haverty's Furniture | Fort Worth, TX | Dec 2017 - Apr 2018 | < 1 |
| T-mobile Amtel LLC | Fort Worth, TX | Aug 2016 - Dec 2017 | 1 |
| Cricket Wireless | Fort Worth, TX | Jun 2016 - Aug 2016 | < 1 |
| Kfc | Fort Worth, TX | Jun 2014 - Jun 2016 | 2 |
| Polytechnic High School | Fort Worth, TN | Oct 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- TX
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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