BA
Bilal A. Aquil
MOMENTUM FINANCIAL STRATEGIES
Stafford, TX 77477
Some features on this profile are disabled
CRD#: 4480909
BA
Professional summary
Bilal Ali Aquil, who also goes by Bilal Abdel Aquil, is a registered financial advisor currently at MOMENTUM FINANCIAL STRATEGIES, LLC located in Stafford, Texas.
Bilal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bilal has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bilal Abdel Aquil
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MOMENTUM FINANCIAL STRATEGIES, LLC; INVESTMENT-RELATED; 10701 CORPORATE DR., SUITE 130, STAFFORD, TX 77477; INSURANCE SALES AND SERVICE; DIRECTOR; 9/2017; 120 HOURS PER MONTH; 96 HOURS PER MONTH; SALES OF FIXED INSURANCE PRODUCTS AB-IWRITE LLC; Investment-related: No; Address: 710 N. Post Oak Suite 400 Houston TX 77024; Computer Hardware Design; Position: Founder; Start date: 11/16/10; 0 hours during trading hours; Duties: None Aquil and Brooks, Inc.; Investment-related No; Address: 12603 SOUTHWEST FWY SUITE #640 STAFFORD TX 77477; Insurance Sales; Position: Founder; Start date: 12/2002; 0 hours during trading hours; Duties: None 1 Cent Management, Inc.; Investment-related: No; Address: 710 N. Post Oak Suite 400 Houston TX 77024; Business Management Consulting; Position: General Manager; Start date: 5/18/2010; 2 hours per day spending during trading hours; Duties: Business and client relationship management OCM Developments, LLC; Investment-related: No; Address: 710 N. Post Oak Suite 400 Houston TX 77024; Home Builder; Position: Founder; Start date: 2/10/20; 0 hours during trading hours; Duties: None OCM Properties, LLC; Investment-related: No; Address: 710 N. Post Oak Suite 400 Houston TX 77024; Rental Property Management; Position: Founder; Start Date: 4/5/17; 0 hours during trading hours; Duties: Review Financial Statements Golden Lending Group, LLC; Investment-related: No; Address: 710 N. Post Oak Suite 400 Houston TX 77024; Private Lending; Position: Secretary; Start date: 9/18/2000; 0 hours during trading hours; Duties: Review Financial Statements Penny Hardaway's National Hoopfest Series, LLC; Investment- related: No; Address: 710 N. Post Oak Suite 400 Houston TX 77024; Basketball Summer Camp Ages 10-17; Position: Secretary; Start date: 5/3/17; 0 hours during trad hours; Duties: Review Financial Statements.
CRS (Client Relationship Summary) - RIA
Click below to view Bilal Ali Aquil's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 19, 2024 - Present
MOMENTUM FINANCIAL STRATEGIES, LLC
Office #1: 12603 Southwest Frwy Suite 640, Stafford, TX 77477RIA
CRD#: 315885
Stafford, TX
Past
November 10, 2021 - December 31, 2023
MOMENTUM FINANCIAL STRATEGIES, LLC
RIA
CRD#: 315885
Stafford, TX
Past
December 13, 2018 - June 28, 2021
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
STAFFORD, TX
Past
June 19, 2017 - June 28, 2018
REGAL INVESTMENT ADVISORS LLC
RIA
CRD#: 125004
Houston, TX
Past
October 10, 2005 - December 16, 2005
MM ASCEND LIFE INVESTOR SERVICES, LLC
BD
CRD#: 36451
CINCINNATI, OH
Past
May 11, 2004 - November 1, 2005
LEGEND EQUITIES CORPORATION
BD
CRD#: 30999
PALM BEACH GARDENS, FL
Past
March 9, 2004 - May 27, 2004
PLANMEMBER SECURITIES CORPORATION
RIA
CRD#: 11869
PEARLAND, TX
Past
December 4, 2001 - May 27, 2004
PLANMEMBER SECURITIES CORPORATION
BD
CRD#: 11869
CARPINTERIA, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/19/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
MF
MOMENTUM FINANCIAL STRATEGIES, LLC
MOMENTUM FINANCIAL STRATEGIES LLC | MOMENTUM FINANCIAL STRATEGIES, LLC
CRD#: 315885 / SEC#:
Tennessee
Registered Investment Advisory firm - (12/31/2023 Failure to Renew)Texas
Registered Investment Advisory firm - (1/19/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12603 Southwest Frwy Suite 640, Stafford, TX 77477
Mailing Address
Phone number
(281) 491-2285
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 23 |
| AUM (Assets Under Management) | $ 1,211,788 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
