Eduardo Alaman, financial advisor Houston TX

Eduardo Alaman

CRD Number: 3142918
Current Firm: Ipg Investment Advisors, LLC

Eduardo Alaman (CRD# 3142918) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in Houston, TX and has over 23 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Ipg Investment Advisors, LLC San Diego, CA May 2018 - Current 4
Investment Placement Group San Diego, CA Mar 2017 - Current 5
Crosswell Advisors, LLC Houston, TX Jul 2014 - Current 8
Global Investor Services, L.c. Miami, FL May 2014 - Feb 2017 2
Merrill Lynch, Pierce, Fenner & Smith, Inc. Houston, TX Feb 2000 - Mar 2014 14
Bank Of America,na Houston, TX Nov 2009 - Feb 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eduardo Alaman
Phone Number: 619-326-1200
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,862
    MILLIONS
  • Total Number of Accounts
    1,192
    ACCOUNTS
  • Average Account Value
    $2,400,822
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • 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

AZ, CA, CO, FL, IN, MA, NY, TX

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