Rocio C Harb
Investment adviser representative at Ipg Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
$4.1BFirm assets
16 yearsFirm in business
Are you Rocio C Harb? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Ipg Investment Advisors, LLC.Jul 2019 to now
- Investment Placement GroupJul 2016 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ipg Investment Advisors, LLC
$4.1BAssets managed
1,282Clients
40Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2426842
- Firm CRD
- 152990