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EV

Enrique Villalobos

ENRIQUE VILLALOBOS & ASSOCIATES
West Covina, CA 91791
Some features on this profile are disabled
CRD#: 4418425
EV

Professional summary

Enrique Villalobos, CFP® is a registered financial advisor currently at ENRIQUE VILLALOBOS & ASSOCIATES located in West Covina, California.

Enrique is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Enrique has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Insurance Planning
Estate Planning
Tax Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Annuities
AUM
Baby Boomers
Business Owners
Insurance Related Issues
Investment Advice with Ongoing...
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

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.
ENRIQUE VILLALOBOS AND ASSOCIATES NON INVESTMENT RELATED, WEST COVINA CA 91791 TAX PREP AND ACCOUNTING OWNER AND SOLE PROPRIETOR STARTED DECEMBER 2009 SPENDS 100 HOURS PER MONTH AND 10 DURING TRADING, DEPENDING ON THE TIME OF THE YEAR. CANYON CREST VILLAS HOMEOWNERS ASSOCIATION; NON-INVESTMENT RELATED; RIVERSIDE, CA; PRESIDENT; STARTED 06/2019; SPENDS APPROXIMATELY 2 HOURS PER MONTH; OVERSEES AND CONDUCTS MONTHLY MEETINGS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Enrique Villalobos's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2005

Experience

Current

October 27, 2016 - Present

ENRIQUE VILLALOBOS & ASSOCIATES

Office #1: 150 N. Grand Ave Suite 203, West Covina, CA 91791
RIA
CRD#: 285049
West Covina, CA
Past

November 1, 2005 - October 26, 2016

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
CULVER CITY, CA
Past

September 25, 2001 - October 26, 2016

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Diamond Bar, CA

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.

Highlighted states indicate IAR registrations

IAR
California
(10/27/2016)

Exams

State Security Law Exam
RR
Series 63
Date: 2/6/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/26/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/14/2004
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/24/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

EV
ENRIQUE VILLALOBOS & ASSOCIATES
ENRIQUE VILLALOBOS & ASSOCIATES | VILLALOBOS, ENRIQUE

CRD#: 285049 / SEC#:

California
Registered Investment Advisory firm - (10/27/2016 Approved)
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Contact information

Main Address
150 N. Grand Ave Suite 203, West Covina, CA 91791
Mailing Address
Phone number
(909) 594-0116
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts17
AUM (Assets Under Management)$ 5,890,861

Red Flags

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.

Company Information

ENRIQUE VILLALOBOS & ASSOCIATES

CRD#: 285049West Covina, CA 91791

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Contact information

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