Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Referrals to unaffiliated investment advisers, college planning
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.
A percentage of the total value of assets under management is charged.
Compensation related to referrals
1
2
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)
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
Active
Inactive
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