Carlos Figueroa-RamirezCRD Number: 5221240
Current Firm: Ipg Investment Advisors, LLC
Carlos Figueroa-Ramirez (CRD# 5221240) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in Chula Vista, CA and has over 15 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Lpl Financial LLC
Lpl Financial LLC
|Ipg Investment Advisors, LLC||San Diego, CA||Apr 2010 - Current||12|
|Investment Placement Group||San Diego, CA||Jan 1999 - Current||23|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management2,862MILLIONS
Total Number of Accounts1,192ACCOUNTS
Average Account Value$2,400,822
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, IN, MA, NY, TX
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