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Ricardo Andres Loor zavala

IFB Wealth Management LLC

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About Ricardo Andres Loor zavala

Ricardo Andres Loor zavala is an Investment Advisor Representative at IFB Wealth Management LLC. Ricardo has been in the industry since June 2012. Ricardo specializes in retirement planning, investment management, and selection of other advisors. Ricardo has a Series 65 license.

Firm Information

Ricardo Loor zavala is currently registered with IFB Wealth Management LLC. IFB Wealth Management LLC is a Miami, FL-based registered investment advisor with approximately $108.9 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities. They have a team of 3 licensed agents, 6 investment advisor representatives, and 2 registered representatives.
IFB Wealth Management LLC

777 SW 37TH AVENUE

MIAMI, FL 33135

$108.90M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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other

Referral fees

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Ricardo Loor zavala’s Registration & Firm History

FL

05/26/2020 - Present

IFB Wealth Management LLC (MIAMI FL)

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Licenses & Designations

IA

Issued 02/18/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ricardo Andres Loor zavala.
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