Kirbe D. Llabra

ASSUREDPARTNERS INVESTMENT ADVISORS

Houston, TX 77024

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CRD#: 6472166

Professional summary

Kirbe Danielle Llabra, who also goes by Kirbe Danielle Llabra, is a registered financial advisor currently at ASSUREDPARTNERS INVESTMENT ADVISORS located in Houston, Texas.

Kirbe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kirbe has worked at 5 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kirbe Danielle Llabra

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.

1. AssuredPartners; Investment Related; 840 Gessner Rd.,Suite 700, Houston, TX, 77024; Retirement Plan Consulting; Account Manager; 1/26/2023; 160 hours per month; 160 hours during trading hours; Daily service & management of assigned book of business. Request investment review reports, schedule meetings for the Advisor and spend time focused on client retention.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kirbe Danielle Llabra's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 27, 2024 - Present

ASSUREDPARTNERS INVESTMENT ADVISORS

Office #1: 840 Gessner Drive Suite 700, Houston, TX 77024

RIA

CRD#: 309550

Houston, TX

Past

September 7, 2023 - August 22, 2024

WORLD INVESTMENT ADVISORS, LLC

RIA

CRD#: 208512

Houston, TX

Past

February 2, 2023 - December 31, 2023

PENSIONMARK SECURITIES, LLC

CRD#: 283952

Houston, TX

Past

October 19, 2017 - January 27, 2023

OSAIC FA, INC.

CRD#: 3978

HOUSTON, TX

Past

September 26, 2017 - September 27, 2017

OSAIC FA, INC.

CRD#: 3978

HOUSTON, TX

Past

July 24, 2015 - October 20, 2017

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASSUREDPARTNERS INVESTMENT ADVISORS

CRD#: 309550 / SEC#: 801-117771

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

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

Texas
(8/27/2024)

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

State Security Law Exam

IAR

Series 65

Date: 8/29/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/24/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ASSUREDPARTNERS INVESTMENT ADVISORS

CRD#: 309550 / SEC#: 801-117771

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

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Contact information

Main Address

4600 W. Cypress Street Suite 405, Tampa, FL 33607

Mailing Address

Phone number

(407) 708-0050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASSUREDPARTNERS INVESTMENT ADVISORS ADV PART 2A SEPT 2, 2025 (9/2/2025)

Regulatory assets under management

Total Number of Accounts	3,759
AUM (Assets Under Management)	$ 3,251,947,155

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.

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Advisor Monitoring

Firm Stability Insights

Kirbe D. Llabra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kirbe Danielle Llabra's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD INVESTMENT ADVISORS, LLC

PENSIONMARK SECURITIES, LLC

OSAIC FA, INC.

OSAIC FA, INC.

INVESCO DISTRIBUTORS, INC.

Primary Firm SEC Registration

ASSUREDPARTNERS INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/29/2023

SIE

Date: 10/1/2018

Series 6

Date: 7/24/2015

Current Firm

ASSUREDPARTNERS INVESTMENT ADVISORS

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSUREDPARTNERS INVESTMENT ADVISORS

TRUST BUT VERIFY

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