Mauricio Assael (CRD# 5394299) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 9 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Placement Group | San Diego, CA | Sep 2016 - Current | 7 |
| Ipg Investment Advisors, LLC | San Diego, CA | Sep 2016 - Current | 7 |
| Wunderlich Securities, Inc. | Memphis, TN | Jan 2015 - Sep 2016 | 1 |
| Atlas One Financial Group, LLC | Miami, FL | Mar 2007 - Sep 2016 | 9 |
| Dominick & Dominick LLC | Miami, FL | May 2008 - Jan 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management3,506MILLIONS
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Total Number of Accounts1,051ACCOUNTS
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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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