Eduardo AlamanCRD 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.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|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|
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
Total Assets Under Management2,862MILLIONS
Total Number of Accounts1,192ACCOUNTS
Average Account Value$2,400,822
- 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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