Felipe Valbuena, financial advisor Miami FL

Felipe Valbuena

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Felipe H. Valbuena
Phone Number: 305-350-3350
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,153
    MILLIONS
  • Total Number of Accounts
    1,425
    ACCOUNTS
  • Average Account Value
    $809,331
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, IL, TX

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