Luis Manuel Espinoza
Investment adviser representative at Ip Financial Advisory Services LLC
16 yearsExperience
5 statesRegistered in
$481.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Ip Financial Advisory Services LLCFeb 2022 to now
- Innovation Partners, LLCFeb 2022 to now
- First Financial Equity CorporationOct 2014 to now
- Espinoza Private Wealth ManagementJun 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 5 states (CA, HI, ID, NV, TX).
Ip Financial Advisory Services LLC
$481.4MAssets managed
2,001Clients
133Advisers
6 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
- 4474528
- Firm CRD
- 305772