linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Carlos Francisco Figueroa-ramirez

IPG Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Carlos? Claim Your Profile

About Carlos Francisco Figueroa-ramirez

Carlos Figueroa-ramirez is a registered investment advisor representative with IPG Investment Advisors, LLC. Carlos has been in the industry since January 1999 and has passed both the Series 7 and Series 66 exams. Carlos has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. His areas of specialization include portfolio management, investment advisory services, and family office services. Carlos is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Carlos Figueroa-ramirez is currently registered with IPG Investment Advisors, LLC. IPG Investment Advisors, LLC is an investment advisor based in San Diego, CA. The firm manages over $3.5 billion in assets and provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer private fund and limited partnership advisory services and family office services.
IPG Investment Advisors, LLC

501 WEST BROADWAY

SAN DIEGO, CA 92101

$3.51B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

may select advise on and/or offer private funds and limited partnerships and/or provide family office services

May select advise on and/or offer private funds and limited partnerships and/or provide family office services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Family office, service , finder's fees $ 12b1 fees via afflt

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Carlos Figueroa-ramirez’s Registration & Firm History

CA

01/12/2023 - Present

IPG Investment Advisors, LLC (SAN DIEGO CA)

CA

12/15/2006 - 02/12/2016

INVESTMENT PLACEMENT GROUP (SAN DIEGO CA)

Not sure if Carlos Francisco Figueroa-ramirez is right for you?

Licenses & Designations

BOTH

Issued 04/03/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/12/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carlos Francisco Figueroa-ramirez.
Not sure if Carlos Francisco Figueroa-ramirez is right for you?