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Kirbe Llabra

Assuredpartners Investment Advisors

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About Kirbe Llabra

Kirbe Llabra is a financial advisor with AssuredPartners Investment Advisors. Kirbe is registered with the state of Texas as an Investment Advisor Representative. Kirbe has experience in the financial services industry since 2015. Kirbe has been with AssuredPartners Investment Advisors since 2023. Kirbe has held previous roles at Pensionmark Securities, LLC, Lincoln Financial Advisors Corporation, and Invesco Distributors, Inc.. Kirbe specializes in providing financial advice to individuals, high-net-worth individuals, and businesses. Kirbe also specializes in retirement planning, college planning, and portfolio management. Kirbe holds the Series 6 and SIE securities licenses and the Series 65 investment advisor license.

Firm Information

Kirbe Llabra is currently registered with Assuredpartners Investment Advisors. AssuredPartners Investment Advisors is an investment advisor headquartered in Tampa, FL, with approximately $179,036,704 in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, referrals to unaffiliated investment advisors, college planning, and portfolio management for individuals and businesses. They have 16 investment advisor representatives and 6 registered representatives.
Assuredpartners Investment Advisors

4600 W. CYPRESS STREET

TAMPA, FL 33607

$179.04M

Assets Under Management

139

Total Clients

32

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your 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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referrals to unaffiliated investment advisers, college planning

Referrals to unaffiliated investment advisers, college planning

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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percentage of assets

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

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other

Compensation related to referrals

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Kirbe Llabra’s Registration & Firm History

TX

08/27/2024 - Present

Assuredpartners Investment Advisors (Houston TX)

TX

02/02/2023 - 12/31/2023

PENSIONMARK SECURITIES, LLC (Houston TX)

TX

10/19/2017 - 01/27/2023

LINCOLN FINANCIAL ADVISORS CORPORATION (HOUSTON TX)

TX

07/24/2015 - 10/20/2017

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

TX

09/26/2017 - 09/27/2017

LINCOLN FINANCIAL ADVISORS CORPORATION (HOUSTON TX)

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Licenses & Designations

IA

Issued 08/29/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Kirbe Llabra. Review regulatory record here.
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