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Francisco Antonio Aguilera

Francisco A. Aguilera

AVIANCE CAPITAL PARTNERS LLC | Vice President, Wealth Planner
LONGWOOD, FL
Some features on this profile are disabled
CRD#: 6024692
Francisco Antonio Aguilera

Professional summary

Francisco Antonio Aguilera, CFA, CFP® is a registered financial advisor currently at AVIANCE CAPITAL PARTNERS LLC located in Longwood, Florida.

Francisco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Francisco has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Biography

I believe that my experience and passion for financial planning will provide you with the resources to guide you towards your financial goals.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francisco Antonio Aguilera's CRS (Customer Relationship Summary).
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®
CFA

Chartered Financial Analyst

CFP®

Certified Financial Planner

Education

University of Florida

Bachelor of Arts (BA) - Political Science

2008

Experience

Current

May 30, 2024 - Present

AVIANCE CAPITAL PARTNERS LLC

Office #2: 480 N. Orlando Avenue Suite 236, Winter Park, FL 32789
RIA
CRD#: 146597
LONGWOOD, FL
Past

July 13, 2018 - April 15, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
ALTAMONTE SPRINGS, FL
Past

February 11, 2015 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
ALTAMONTE SPRINGS, FL
Past

November 26, 2013 - February 3, 2015

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
ALTAMONTE SPRINGS, FL
Past

April 17, 2012 - April 16, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
ALTAMONTE SPRINGS, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
AVIANCE CAPITAL PARTNERS LLC
AVIANCE CAPITAL PARTNERS LLC

CRD#: 146597 / SEC#: 801-68979

RIA
Registered Investment Advisory firm - (3/25/2008 Approved)

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
Florida
(5/30/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/22/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/23/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/16/2012
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/14/2022
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/19/2022
General Securities Sales Supervisor - Options Module Examination

Current Firm

AC
AVIANCE CAPITAL PARTNERS LLC
AVIANCE CAPITAL PARTNERS LLC

CRD#: 146597 / SEC#: 801-68979

RIA
Registered Investment Advisory firm - (3/25/2008 Approved)
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Contact information

Main Address
2180 Immokalee Road, #301, Naples, FL 34110-1407
Mailing Address
Phone number
(239) 598-4747
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts968
AUM (Assets Under Management)$ 971,012,034

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025
Cover Page
Report
09/24/2024
Cover Page
Report
10/26/2023
Cover Page
Report
01/03/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AVIANCE CAPITAL PARTNERS LLC

Vice President, Wealth PlannerCRD#: 146597Longwood, FL

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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