Unclaimed
Adolfo Gonzalezrubio is an active investment advisor representative at IPG Investment Advisors, LLC, with over 30 years of experience in the financial industry. Adolfo holds Series 7, 24, 66 and SIE licenses. Adolfo's background includes working with high-net-worth individuals, corporations, and investment companies. Adolfo is a managing member of IPG Investment Advisors, LLC, a director of investment placement commodities at a futures and commodities broker, and a portfolio manager for various private pooled investment entities. Adolfo also serves as a director in a family enterprise, a president and CEO of a company that manages real estate projects, and a general partner in a real estate investment fund. Adolfo's experience and expertise can help you reach your financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
May select advise on and/or offer private funds and limited partnerships and/or provide family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Family office, service , finder's fees $ 12b1 fees via afflt
1
2
CA
01/01/2025 - Present
IPG Investment Advisors, LLC (SAN DIEGO CA)
BOTH
Issued 06/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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