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Timothy A

PFS™, Series 66

Lake Charles, LA

OSAIC

Timothy Aguillard is a financial advisor at OSAIC with 27 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades before joining OSAIC. Outside of his advisory role, he serves as a commissioner on a local water district board and is active in community organizations including a civic club and his church finance council. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers and unified managed accounts. The firm uses asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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