Gerardo Arizpe Aguirre, financial advisor Caohula

Gerardo Arizpe Aguirre

CRD Number: 7167526
Current Firm: Ipg Investment Advisors, LLC

Gerardo Arizpe Aguirre (CRD# 7167526) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in Caohula, and has over 3 years of experience in the finance industry.

Company Name Location Dates Years
Ipg Investment Advisors, LLC San Diego, CA Dec 2020 - Current 3
Investment Placement Group San Diego, CA Aug 2018 - Current 5
Aro Capital Group Saltillo, Coahuila, Sep 2017 - Current 6
Bbva Bancomer Monterrey, Nuevo Leon, Mar 2017 - Apr 2018 1
Unemployed Saltillo, Coahuila, Aug 2016 - Feb 2017 < 1
Deloitte Monterrey, Nuevo Leon, Jan 2015 - Jul 2016 1
Criotec Monterrey, Nuevo Leon, Mar 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2020
Contact Info for Gerardo Arizpe Aguirre
Phone Number: 619-326-1200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,745
    MILLIONS
  • Total Number of Accounts
    1,224
    ACCOUNTS
  • Average Account Value
    $2,242,309
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, IN, MA, NY, TX

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