Hector Munguia Romo, financial advisor San Diego CA
93 score

Hector Munguia Romo

CRD Number: 3087449
Current Firm: Ipg Investment Advisors, LLC

Hector Munguia Romo (CRD# 3087449) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ipg Investment Advisors, LLC San Diego, CA Sep 2010 - Current 6
Investment Placement Group San Diego, CA Jan 2008 - Current 8
Hermosillo, Govt. Mv. Hermosillo, Sonora, Sep 2006 - Dec 2007 1
Economy Minister Hermosillo, Sonora, Aug 2004 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Hector F. Munguia Romo
Phone Number: 619-326-1200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    939
    MILLIONS
  • Total Number of Accounts
    722
    ACCOUNTS
  • Average Account Value
    $1,300,368
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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

CA, CO, FL, MA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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