Samantha Aguilar, financial advisor Westlake TX

Samantha Aguilar

CRD Number: 6874783
Current Firm: Fidelity Personal And Workplace Advisors

Samantha Aguilar (CRD# 6874783) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Westlake, TX Oct 2017 - Current 6
Life Fcu Denton, TX Sep 2016 - Sep 2017 1
University Of North Texas Denton, TX Jan 2014 - Dec 2016 2
Chick-fil-a Denton, TX May 2014 - Aug 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2017
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Samantha A. Aguilar
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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