Nancy AguileraCRD Number: 2876302
Current Firm: Oneamerica Securities, Inc.
Nancy Aguilera (CRD# 2876302) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Prescott, AZ and has over 19 years of experience in the finance industry.
Cetera Advisor Networks LLC
Yavapai Financial Planning, LLC
Lpl Financial LLC
|Oneamerica Securities||Prescott, AZ||Jun 2021 - Current||1|
|American United Life||Prescott, AZ||May 2021 - Current||1|
|Edward Jones||St Louis, MO||Jan 2019 - May 2021||2|
|Bbva Wealth Solutions Inc.||Prescott, AZ||Jul 2017 - Dec 2018||1|
|Bbva Securities Inc.||Prescott, AZ||Jun 2016 - Dec 2018||2|
|Bbva Compass Insurance Agency, Inc.||Austin, TX||May 2016 - Dec 2018||2|
|Compass Bank||Birmingham, AL||Mar 2016 - Dec 2018||2|
|Unemployed||Prescott, AZ||Apr 2015 - Mar 2016||< 1|
|Bank Of America||Prescott, AZ||May 2011 - Apr 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2017|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management219MILLIONS
Total Number of Accounts1,957ACCOUNTS
Average Account Value$112,030
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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