MA
MA
Michael Aguado is a registered investment advisor, based in San Ramon, CA, with 25 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
12647 Alcosta Boulevard, Suite 440, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (1)
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Financial
May 2021Final
Other Business ActivitiesSells Insurance
Michael is an insurance agent since 2004, offering health, disability, long-term care, traditional life insurance, and fixed and equity-indexed annuities. This takes about 10-20% of his time.
Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 1 yr
World Investment Advisors, LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Pensionmark Securities, LLCBroker
August 2021 - October 2025 · 4 yrs 2 mos
Lincoln Financial Advisors Corporation
June 2017 - August 2021 · 4 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
June 2017 - August 2021 · 4 yrs 2 mos
MML Investors Services, LLC
March 2017 - June 2017 · 3 mos
MML Investors Services, LLCBroker
March 2017 - June 2017 · 3 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
October 2006 - January 2015 · 8 yrs 3 mos
New England SecuritiesBroker
September 2006 - January 2015 · 8 yrs 4 mos
Waddell & Reed, INC.
April 2004 - September 2006 · 2 yrs 5 mos
Waddell & Reed, INC.Broker
April 2004 - September 2006 · 2 yrs 5 mos
Ffp Advisory Services INC
August 2003 - April 2004 · 8 mos
Ffp Securities, INC.Broker
September 2001 - April 2004 · 2 yrs 7 mos
State Registrations3 states
CANCNV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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