Samuel Lupe Aguilar
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Raymond James Financial Services Advisors, IncMay 2024 to now
- Raymond James Financial Services, Inc.Jul 2023 to now
- YmcaSep 2021 to Feb 2022
- Emtyle Inc dba Souther SignsAug 2021 to Nov 2023
- Labor FindersMay 2021 to Aug 2021
- UnemployedMar 2021 to May 2021
- Emtyle Inc dba Souther SignsNov 2018 to Mar 2021
- Cnc Market ResearchJul 2018 to Jun 2019
- High School/middle SchoolDec 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7779857
- Firm CRD
- 149018