GH
CFA
GH
CFA

Guillermo Daniel Aguilar Hernandez

10 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
515 clients
Average Client Portfolio
$714K average
Assets Under Management
$367.7M

Fee Structure

Minimum Investment:$20K
Financial Planning:Investment management only
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Location

350 Us Highway 46, Mine Hill, NJ, 07803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Guillermo has a non-variable insurance DBA called Precision Financial Services Inc., selling fixed insurance products since 2015.

Employment History
Current Registrations
Precision Financial Services
February 2017 - Present · 9 yrs
Previous Registrations
J.P. Morgan Securities LLC
April 2016 - August 2016 · 4 mos
J.P. Morgan Securities LLCBroker
April 2016 - August 2016 · 4 mos
Summit Equities, INC.Broker
August 2014 - January 2016 · 1 yr 5 mos
State Registrations2 states
NJNY
Advisor
Exams
No exam information available for this advisor.
Guillermo Daniel Aguilar Hernandez - Financial Advisor | TrueAdvisor