Ramon Vasquez Aguirre

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING 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

• 07/2016 → 04/2018
  Creating & Managing Wealth
  Irving, TX
• 03/2018 → 05/2019
  Guardian Life Insurance Co Of America
  Fort Worth, TX
• 05/2018 → 05/2019
  Park Avenue Securities, Llc
  Fort Worth, TX
• 05/2019 → 02/2020
  Charles Schwab
  Westlake, TX
• 07/2016 → 04/2018
  Lincoln Investment
  Fort Washington, PA
• 02/2020 → 03/2024
  Trs Advisors, Llc
  Forth Worth, TX
• 02/2020 → 04/2024
  Jim Poe & Associates, Inc.
  Ft Worth, TX
• 02/2020 → 03/2024
  Dtn Wealth Llc
  Fort Worth, TX
• 04/2024 → 01/2025
  Maia Wealth
  Denver, CO
• 01/2025 → Present
  Money Concepts Advisory Services
  Palm Beach Gardens, FL

Previous Registrations

• 2024-04-10 → 2025-01-14
  Maia Wealth
  Arlington, TX
  Denver, CO
  Fort Worth, TX
• 2020-02-19 → 2024-04-01
  Jim Poe & Associates, Inc.
  Ft. Worth, TX
• 2020-02-13 → 2024-04-01
  Trs Advisors, Llc
  Fort Worth, TX
  Dallas, TX
• 2019-07-23 → 2020-03-06
  Charles Schwab & Co., Inc.
  Fort Worth, TX
  Westlake, TX
• 2018-05-03 → 2019-06-04
  Park Avenue Securities Llc
  Fort Worth, TX
• 2016-07-14 → 2018-04-05
  Lincoln Investment
  Irving, TX
• 2016-08-03 → 2018-04-05
  Capital Analysts
  Irving, TX
• 2015-10-28 → 2016-07-01
  Pnc Managed Account Solutions, Inc.
  Southlake, TX
• 2014-12-02 → 2015-08-04
  Td Ameritrade, Inc.
  Westlake, TX
• 2014-12-02 → 2015-08-04
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
• 2014-10-06 → 2014-11-05
  First Command Brokerage Services, Inc.
  Fort Worth, TX

Other Businesses

(1) DTN Wealth LLC - start date 12/1/2024, Owner, Tax Purposes, Non-investment related, 1-10% time spent on activity during securities hrs. (2) DTN Income Strategies LLC - owner and managing member, start date 12/19/2024. Tax Purposes. Non-investment related, 1-10% time spent on activity during securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-03
• S63 Uniform Securities Agent State Law Examination
  2013-03-08

Other Names

• Ramon V. Aguirre, Iii
• Ramon Vasquez Aguirre
• Ramon Vasquez Aguirre
• Ramon Aguirre
• Ramon V Aguirre