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Hector Francisco Munguia valenzuela

Investment adviser representative at Ipg Investment Advisors, LLC
11 yearsExperience
2 statesRegistered in
$4.1BFirm assets
16 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 assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Ipg Investment Advisors, LLC.May 2022 to now
  2. Investment Placement GroupMay 2022 to now
  3. UnemployedAug 2021 to Apr 2022
  4. JP MorganJan 2017 to Jul 2021
  5. JP MorganAug 2015 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (AZ, CA).

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
7593323
Firm CRD
152990
Advisor's SEC record (opens in a new tab)
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