Enrique Villalobos (CRD# 4418425) is an Investment Advisor Representative working at Enrique Villalobos & Associates in West Covina, CA and has over 22 years of experience in the finance industry. Enrique Villalobos 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.
CRD# 5781614
Awm Capital, LLC
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Enrique Villalobos & Associates | West Covina, CA | Oct 2016 - Current | 7 |
Self Employed-tax Service | Culver City, CA | Jan 1995 - Current | 29 |
The Kitchen Store | Culver City, CA | Sep 1989 - Mar 2020 | 30 |
H.d.vest Advisory Service | Diamond City, CA | Nov 2005 - Oct 2016 | 10 |
H.d.vest Investment Services | Diamond Bar, CA | Sep 2001 - Oct 2016 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2002 |
- CA
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Total Assets Under Management4MILLIONS
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Total Number of Accounts16ACCOUNTS
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Average Account Value$258,630
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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