Ramon
Aguirre
Maia Wealth
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About this Advisor
Ramon Aguirre is a financial advisor based in Arlington, Texas, working with Maia Wealth. Ramon has previously held positions at Compass Bank, Bbva Securities Inc, Td Ameritrade, First Command Financial Services, Bbva Compass Life Insurance Agency, Creating & Managing Wealth, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, Charles Schwab, Bbva Wealth Solutions, Lincoln Investment, Trs Advisors, LLC, Jim Poe & Associates, Inc, Dtn Wealth LLC, and Maia Wealth. Ramon has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Ramon is part of Maia Wealth, which operates out of Arlington, Texas. The firm has 4 offices and 30 employees. The firm manages assets totaling $392.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Maia Wealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Maia Wealth Brokerage Details
$392,454,443
30
2,555
$153,603
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Ramon Aguirre Work History
Maia Wealth
Trs Advisors, LLC
Jim Poe & Associates, Inc
Dtn Wealth LLC
Charles Schwab
Guardian Life Insurance Co Of America
Park Avenue Securities, LLC
Creating & Managing Wealth
Lincoln Investment
Compass Bank
Bbva Securities Inc
Bbva Compass Life Insurance Agency
Bbva Wealth Solutions
Td Ameritrade
First Command Financial Services
Disclosures
Please visit the SEC profile of Ramon Aguirre to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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