Ignacio BarcenaCRD Number: 3101798
Current Firm: Insigneo Advisory Services, LLC
Ignacio Barcena (CRD# 3101798) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 19 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Insigneo Securities||Miami, FL||Oct 2021 - Current||1|
|Wells Fargo Clearing Services, LLC||Miami, FL||Nov 2016 - Oct 2021||4|
|Wells Fargo Advisors LLC||Miami, FL||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2003|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
Total Assets Under Management1,939MILLIONS
Total Number of Accounts2,663ACCOUNTS
Average Account Value$728,148
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, IL, MA, NC, NJ, NV, NY, OH, OR, PR, SC, TN, TX, VI, WA, WI, WY
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