Abraham Rodriguez Tostado (CRD# 7278430) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in Mazatlan, Sinaloa, and has over 3 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ipg Investment Advisors, LLC | San Diego, CA | Apr 2021 - Current | 3 |
| Investment Placement Group | San Diego, CA | Jul 2020 - Current | 3 |
| Metals Research Sa De Cv | Mazatlan, Sinaloa, | Mar 2018 - Current | 6 |
| Investment Placement Group | San Diego, Ca, CA | Mar 2017 - Feb 2018 | < 1 |
| Instituto Tecnologico Autonomo De Mexico | Ciudad De Mexico, | Sep 2013 - Feb 2017 | 3 |
| University Of San Diego | San Diego, CA | Sep 2013 - Feb 2017 | 3 |
| Pacific Asset Research Sa De Cv | Mazatlan, Sinaloa, | May 2016 - Aug 2016 | < 1 |
| Pacific Asset Research Sa De Cv | Mazatlan, Sinaloa, | May 2015 - Aug 2015 | < 1 |
| Pacific Asset Research Sa De Cv | Mazatlan, Sinaloa, | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- CA
-
Total Assets Under Management3,506MILLIONS
-
Total Number of Accounts1,051ACCOUNTS
-
Average Account Value$3,336,140
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, FL, IN, MA, NY, TX
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