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Jose Roberto Lopez gonzalez

IPG Investment Advisors, LLC

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About Jose Roberto Lopez gonzalez

Jose Roberto Lopez gonzalez is a registered investment advisor representative with IPG Investment Advisors, LLC. Jose Roberto Lopez gonzalez has been in the industry since January 30, 2013. Jose Roberto Lopez gonzalez has passed the Series 66, Series 7 and SIE exams. Jose Roberto Lopez gonzalez is registered in California and Texas. In addition to working at IPG Investment Advisors, LLC, Jose Roberto Lopez gonzalez was previously employed by Monex Securities, Inc. and Actinver Securities, Inc.

Firm Information

Jose Lopez gonzalez 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.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

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

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other

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

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Jose Lopez gonzalez’s Registration & Firm History

NA

01/12/2023 - Present

IPG Investment Advisors, LLC (SALTILLO, COAHUILA )

TX

10/03/2014 - 09/20/2017

MONEX SECURITIES, INC. (HOUSTON TX)

TX

06/08/2010 - 10/04/2012

ACTINVER SECURITIES, INC. (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 09/15/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jose Roberto Lopez gonzalez.
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