Broker Check
Raymond  Aguillon, Jr.

Raymond Aguillon, Jr.

Partner | Financial Advisor

BUSINESS PHILOSOPHY

To partner with my clients to create financial independence, by helping build a legacy for their family and business. I am driven to provide objective, tailored strategies that seek to enhance their lives. I am committed to maintaining the highest standards of integrity and professionalism in my relationships with my clients. I will help my clients develop and implement strategies to pursue their financial objectives, including retirement and estate
preservation.

PROFESSIONAL ADVANCEMENT

  • Registered Representative of IFP Securities, LLC
  • FINRA Series 7, 63, 65
  • Life, Accident and Health Licensed
  • BBA University of Texas San Antonio, 1997
  • Personal Financial Planning Program UTSA 2004

Fluent in Spanish

ORGANIZATIONS

  • President National Pan American Golf Association
  • Rey Feo Consejo Educational Foundation
  • Member of Hispanic Chamber of Commerce

COMMUNITY INVOLVEMENT

  • National Pan American Golf Assoc – President
  • Member Rey Feo Consejo Educational Foundation
  • Past President San Antonio PAGA
  • Past Board Member University Health System Foundation Board
  • Past Board Member, City Public Service Citizens Advisory Board
  • Past Coordinator Aguillon Golf Classic Fundraiser for Texas Diabetes Institute.
  • Involvement & Fundraising Assistance, Texas Military Institute Alumni Assoc
  • Thanksgiving Food Drives PAGA Christmas Toy Drives PAGA
  • College Scholarship Program PAGA

PRODUCTS AND SERVICES

  • Portfolio Strategies
  • Retirement Planning
  • Business Succession Planning
  • Estate Conservation & Analysis
  • Charitable Giving Life Insurance
  • Health Insurance401(k) & 403(b) Plans
  • Non-Qualified Retirement Planning
  • Traditional & Roth IRA’s
  • Mutual Funds
  • Disability Insurance
  • Long Term Care Insurance
  • Business Overhead Protection
  • College Education Funding

Photos of Raymond