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XI

Xavier Ernesto Ibarrola

THE WOODLANDS, TX
·CRD# 2798150·30 years experience

Professional Summary

Xavier Ernesto Ibarrola, who also goes by Xavier Ernesto Ibarrolazamora, Xavier Ernesto Ibarrola, was a registered financial advisor. Xavier was registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Xavier had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Xavier Ernesto Ibarrolazamora, Xavier Ernesto Ibarrola

Blog Corner

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

Unknown Firm·
21 Waterway Ave. Suite 300, The Woodlands, TX 77380
September 1, 2026 - Present
ACP SECURITIES, LLC·CRD# 139049
BD
Miami, FL
October 24, 2025 - January 30, 2026
BANORTE ASSET MANAGEMENT, INC.·CRD# 290555
RIA
Houston, TX
October 1, 2019 - March 8, 2024
BANORTE SECURITIES INTERNATIONAL, LTD.·CRD# 30648
BD
Houston, TX
October 1, 2019 - March 8, 2024
MORGAN STANLEY·CRD# 149777
RIA
Houston, TX
January 2, 2018 - September 18, 2019
MORGAN STANLEY·CRD# 149777
BD
Houston, TX
December 4, 2017 - September 18, 2019
BBVA SECURITIES INC.·CRD# 27060
BD
Houston, TX
May 16, 2013 - May 3, 2016
BBVA COMPASS INVESTMENT SOLUTIONS, INC·CRD# 17086
BD
Birmingham, AL
March 15, 2011 - May 16, 2013
BBVA INVESTMENTS INC.·CRD# 31769
BD
Houston, TX
November 27, 1996 - July 2, 2009

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Current Firm

No current employment

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

WealthHub advisory LLC : A personal company to receive insurance commission and manage personal taxes. Established on 07 Feb 2023 in Houston, Tx. Responsibilities - oversee activities related to real estate investment properties and the incidental business of insurance; During business hours 0; after business hours 5. He is a Co-Founding Partner and CFO of the Financial Services company Avanzza Holdings, LLC (AH), And he is also the CEO of Avanzza Investments LLC (AI) �a State registered RIA, which is Avanzza Holding's direct subsidiary.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(9/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2026About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 1996About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Aug 2001About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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