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Aaron C. Montez

Validus Financial Associates

8877 West Union Hills Drive Suite 540

Peoria, AZ 85382

623-825-1020

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.

General Information

Firm Start Year

CRD#

4108246

Firm CRD#

3978

Name of Broker/Dealer

LINCOLN FINANCIAL ADVISORS CORPORATION

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

Services

Investment Types

Mutual Funds, Options & Futures, Alternative Investments, Commodities, Annuities, Stocks, Bonds

Can meet clients in the following ways

Via Email, Video Conference, Via Phone, Our Office

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

Insurance and Annuity Licenses

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

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