Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Armando? Claim Your ProfileArmando Garza wilson is a registered investment advisor representative with IPG Investment Advisors, LLC. Armando has been in the industry since August 4, 2002. Armando's professional experience includes positions at J.P. MORGAN SECURITIES INC. and Investment Placement Group. Armando is licensed in California, Florida, and Texas. IPG Investment Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm provides investment advice to individuals, corporations, and pooled investment vehicles. IPG Investment Advisors, LLC's compensation arrangements include fixed fees, commissions, percentage of assets, and performance-based fees.
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
01/11/2023 - Present
IPG Investment Advisors, LLC (SAN DIEGO CA)
NY
11/05/1998 - 07/15/1999
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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