Francisco Xavier Sanchez Gavito
Professional Summary
Francisco Xavier Sanchez Gavito is a registered financial advisor currently at IPG INVESTMENT ADVISORS, LLC located in San Diego, California and INVESTMENT PLACEMENT GROUP located in San Diego, California. Francisco is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Francisco has worked at 3 firms and has passed the Series 66, SIE, Series 52, Series 7, Series 4, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
IPG INVESTMENT ADVISORS, LLC
Contact Information
Main Address
501 West Broadway Suite 1350, San Diego, CA 92101Phone Number
(619) 326-1200# of Employees
39SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,273AUM (Assets Under Management)
$4,136,495,918Similar Advisors
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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.
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Primary Firm SEC Registration
IPG INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
(1/12/2021)
(1/12/2023)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Francisco Xavier Sanchez Gavito's CRS (Customer Relationship Summary).
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