Joe J Aguirre

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → 05/2025
  Scf Securities, Inc.
  Fresno, CA
• 06/1990 → Present
  Aguirre Financial & Ins Services
  Fillmore, CA
• 01/2008 → 05/2025
  Scf Investment Advisors, Inc
  Fresno, CA
• 05/2025 → Present
  Lpl Financial Llc
  Fillmore, CA

Previous Registrations

• 2008-01-09 → 2025-05-01
  Scf Investment Advisors, Inc.
  Fresno, CA
  Fillmmore, CA
  San Diego, CA
• 2007-01-22 → 2007-11-08
  National Planning Corporation
  Bakersfield, CA
  Bakersfield, CA

Other Businesses

1. 05/2025-Aguirre Financial & Insurance Services, Inc.- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2016- 10 Hours Per Month- 5 Hours During Trading 2. 05/2025- Aguirre Financial & Insurance Services, Inc.-DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/25/2025- 160 Hours Per Month- 160 Hours During Trading 3. 05/2025- Joe Aguirre- Artist/ Musician- INV Related- At Reported Business Location(s)- Start date 04/25/2025- 160 Hours Per Month- 160 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-10
• S63 Uniform Securities Agent State Law Examination
  2005-07-20

Other Names

• Jose D Aguirre
• Jose De Jesus Aguirre
• Joe Jesus Aguirre
• Jose J Aguirre
• Joe D Aguirre
• Joe D Aguirre