Joey R. Agular
Professional summary
Joey Ruben Agular, who also goes by Joe Agular, is a registered financial advisor currently at AGULAR ASSET MANAGEMENT LLC located in Metairie, Louisiana.
Joey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Joey has worked at 2 firms and has passed the Series 65, SIE, Series 87, Series 86, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joey Ruben Agular's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 28, 2020 - Present
AGULAR ASSET MANAGEMENT LLC
September 3, 1992 - February 28, 2022
JOHNSON RICE & COMPANY L.L.C.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/28/2020)
Exams
Current Firm
AGULAR ASSET MANAGEMENT LLC
CRD#: 309718 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 17 |
| AUM (Assets Under Management) | $ 23,239,000 |
Red Flags
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