Felipe ValbuenaCRD Number: 5274409
Current Firm: Vectorglobal Iag, Inc.
Felipe Valbuena (CRD# 5274409) is an Investment Advisor Representative working at Vectorglobal Iag, Inc. in Miami, FL and has over 3 years of experience in the finance industry. Felipe Valbuena has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Vectorglobal Wmg||Bogota,||Jan 2019 - Current||4|
|Efg Capital International||Miami, FL||Jan 2011 - Dec 2018||7|
|Efg Bank||Bogota,||May 2006 - Dec 2018||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management1,153MILLIONS
Total Number of Accounts1,425ACCOUNTS
Average Account Value$809,331
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA, FL, IL, TX
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