Raymond Aguillon is a registered investment advisor, based in Shevano, TX, with 26 years of industry experience.
Location
4079 De Zavala Road, Shevano, TX, 78249
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Regulatory History (2)
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Judgment / Lien
August 2015Customer Dispute
May 2007Denied
Other Business Activities
Raymond uses Partners Wealth Management as a DBA and corporation for his investment business, dedicating about a quarter of his time. He also has an entity, ExMet Partners, for tax/investment purposes and is a minority investor in real estate used for his business office, spending minimal time on these activities.
Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 6 yrs 11 mos
Independent Financial Partners
July 2012 - Present · 13 yrs 9 mos
Previous Registrations
LPL Financial LLC
November 2018 - February 2019 · 3 mos
LPL Financial LLCBroker
July 2012 - May 2019 · 6 yrs 10 mos
Wells Fargo Advisors, LLCBroker
June 2005 - July 2012 · 7 yrs 1 mo
Wells Fargo Advisors, LLC
June 2005 - July 2012 · 7 yrs 1 mo
Chase Investment Services CORP.
January 2003 - June 2005 · 2 yrs 5 mos
Chase Investment Services CORP.Broker
January 2003 - June 2005 · 2 yrs 5 mos
AXA Advisors, LLC
May 1999 - September 2002 · 3 yrs 4 mos
AXA Advisors, LLCBroker
May 1999 - September 2002 · 3 yrs 4 mos
The Equitable Life Assurance Society of the United StatesBroker
May 1999 - January 2000 · 8 mos
State Registrations5 states
ARNCNJNMTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.