Louis Barajas, financial advisor Irvine CA

Louis Barajas

CRD Number: 1542714
Current Firm: International Private Wealth Advisors LLC

Louis Barajas (CRD# 1542714) is an Investment Advisor Representative working at International Private Wealth Advisors LLC in Irvine, CA and has over 28 years of experience in the finance industry. Louis Barajas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
International Private Wealth Advisors LLC Irvine, CA Sep 2022 - Current 1
International Private Wealth Advisors LLC Irvine, CA Jun 2022 - Current 1
Private Wealth Insurance Solutions, LLC Irvine, CA Jun 2022 - Current 1
Barajas & Guillen Group, LLC Irvine, CA Jun 2022 - Current 1
Mgo Wealth Advisors Irvine, CA Oct 2019 - Current 4
Louis Barajas, Inc. Irvine, CA Mar 2002 - Current 22
Business Management Lab, Inc. Irvine, CA Jan 2002 - Current 22
Us-latam Tax Group, LLC Irvine, CA Jan 1984 - Current 40
Louis Barajas, Llc Dba Wealth Management Lab Irvine, CA Oct 1991 - Dec 2019 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
Contact Info for Louis (. Barajas
Phone Number: 858-384-5700
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    177
    MILLIONS
  • Total Number of Accounts
    709
    ACCOUNTS
  • Average Account Value
    $249,528
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, FL, TX

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