Ramon Vasquez Aguirre
Investment adviser representative at Money Concepts Advisory Service
10 yearsExperience
1 stateRegistered in
$4.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Money Concepts Capital CorpJan 2025 to now
- Money Concepts Advisory ServicesJan 2025 to now
- Maia WealthApr 2024 to Jan 2025
- Jim Poe & Associates, Inc.Feb 2020 to Apr 2024
- Dtn Wealth LLCFeb 2020 to Mar 2024
- Trs Advisors, LLCFeb 2020 to Mar 2024
- Charles SchwabMay 2019 to Feb 2020
- Park Avenue Securities, LLCMay 2018 to May 2019
- Guardian Life Insurance Co of AmericaMar 2018 to May 2019
- Creating & Managing WealthJul 2016 to Apr 2018
- Lincoln InvestmentJul 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6118768
- Firm CRD
- 12963