Alejandrina Trasvina HuertaCRD Number: 6232151
Current Firm: Ipg Investment Advisors, LLC
Alejandrina Trasvina Huerta (CRD# 6232151) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has 1 year of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Ipg Investment Advisors, LLC||San Diego, CA||Feb 2020 - Current||1|
|Investment Placement Group||San Diego, CA||Jun 2013 - Current||8|
|Homemaking||Chula Vista, CA||Mar 2013 - May 2013||< 1|
|Teleton Usa Foundation||San Diego, CA||Jun 2012 - Feb 2013||< 1|
|Homemaking||Chula Vista, CA||Aug 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management2,369MILLIONS
Total Number of Accounts920ACCOUNTS
Average Account Value$2,574,970
- 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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