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advisor

Aaron C. Montez

Validus Financial Associates

8877 West Union Hills Drive Suite 540

Peoria, AZ 85382

6238251020

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About Validus Financial Associates

Validus Financial Associates provides you access to a highly experienced group of professionals who provide a collaborative approach to help you toward realizing your stated goals. We help you define your vision for the future and create a clear, concise course of action to optimize your potential for financial success. Additionally, as part of your financial plan we will factor in all aspects of your financial situation including how taxes, timing and other factors may affect your portfolio now and in the future.

See Disclosures

General Information

Firm Start Year

CRD#

4108246

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

States Licensed in

AZ

Years of Experience in Financial Services

22

Number of Years with Current Firm

8

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 6, Series 66, Series 63, Series 24, Series 7

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Firm Information

Assets Managed by Advisor

350,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Education

Bachelor of Science - Finance

ASU
09/07/1994 -05/10/2001

Disclosures

RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

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