Marc
Aguilar
Centurion Wealth Management
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About this Advisor
Marc Aguilar is a financial advisor based in Mc Lean, Virginia, working with Centurion Wealth Management. Marc has previously held positions at Morgan Stanley Smith Barney LLC, Wine & Cheese Shop At Kingsmill, Sba, Ups, James Madison University, Merrill Lynch, Pierce, Fenner & Smith Inc, Spire Securities, and Centurion Wealth Management. Marc has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Marc is part of Centurion Wealth Management, which operates out of Mc Lean, Virginia. The firm has 1 office and 13 employees. The firm manages assets totaling $518.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, educational seminars, and other services. The fee structure at Centurion Wealth Management includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Centurion Wealth Management Brokerage Details
$518,054,662
13
461
$1,123,763
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
Marc Aguilar Work History
Centurion Wealth Management
Spire Securities
Morgan Stanley Smith Barney LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Sba
Ups
Wine & Cheese Shop At Kingsmill
James Madison University
Disclosures
Please visit the SEC profile of Marc Aguilar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Centurion Wealth Management
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Dorset, VT
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