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Larissa Ceron

IPG Investment Advisors, LLC

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About Larissa Ceron

Larissa Ceron is a registered investment advisor representative with IPG Investment Advisors, LLC. Larissa has been in the industry since March 2008. IPG Investment Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has offices in San Diego, CA and Miami, FL. Larissa holds Series 7, 7TO, SIE, and 66 securities licenses. Larissa is also a registered investment advisor representative in Florida.

Firm Information

Larissa Ceron 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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Larissa Ceron’s Registration & Firm History

CA

02/18/2022 - Present

IPG Investment Advisors, LLC (SAN DIEGO CA)

FL

05/18/2006 - 03/26/2015

E.S. FINANCIAL SERVICES, INC. (MIAMI FL)

MO

11/18/2003 - 04/19/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

DC

09/20/2001 - 02/13/2004

RIGGS SECURITIES INC. (WASHINGTON DC)

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Licenses & Designations

BOTH

Issued 11/20/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/08/2020

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2001

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 Larissa Ceron.
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