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Gerardo Arizpe Aguirre

IPG INVESTMENT ADVISORS
CAOHULA, 25240
Some features on this profile are disabled
CRD#: 7167526
GA

Professional summary

Gerardo Arizpe Aguirre, who also goes by Gerardo Arizpe Aquirre, is a registered financial advisor currently at IPG INVESTMENT ADVISORS, LLC and INVESTMENT PLACEMENT GROUP located in San Diego, California.

Gerardo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Gerardo has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gerardo Arizpe Aquirre

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.
IPG INVESTMENT ADVISORS, LLC., INVESTMENT RELATED, LOCATED AT 501 W BROADWAY, SUITE 1350 SAN DIEGO, CA 92101 INVESTMENT ADVISOR REPRESENTATIVE (IAR) DEVOTES ROUGHLY 20 HOURS A WEEK, AS MUCH AS 4 HOURS A DAY DURING TRADING HOURS TO THIS BUSINESS AS OF SEPT 2017 - PARTNER OF ARO CAPITAL GROUP LOCATED AT VENUSTIANO CARRANZA 2931 LA SALLE SALTILLO COAHUILA MEXICO 25208 IN A NON-OPERATIONAL CAPACITY. COMPANY PROVIDES ADVISORY AND CREDIT TO COMPANIES IN MEXICO. DEVOTES ROUGHLY 4 HOURS A MONTH NONE DURING TRADING HOURS. ATTENDS BOARD MEETINGS AND SHARES IN PROFITS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerardo Arizpe Aguirre'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

January 12, 2023 - Present

IPG INVESTMENT ADVISORS, LLC

Office #1: Venustiano Carranza 2931 La Salle, Saltillo, Caohula 25240
RIA
CRD#: 152990
CAOHULA,
Current

September 2, 2020 - Present

INVESTMENT PLACEMENT GROUP

Office #1: 501 West Broadway Suite 1350, San Diego, CA 92101
BD
CRD#: 14458
SAN DIEGO, CA
Past

January 12, 2021 - December 31, 2022

IPG INVESTMENT ADVISORS, LLC

RIA
CRD#: 152990
LA SALLE SALTILLO COAHUILA,

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".
II
IPG INVESTMENT ADVISORS, LLC
IPG INVESTMENT ADVISORS, LLC

CRD#: 152990 / SEC#: 801-71104

RIA
Registered Investment Advisory firm - (3/3/2010 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/12/2021)
IAR
California
(1/12/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/29/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/2/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/28/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

II
IPG INVESTMENT ADVISORS, LLC
IPG INVESTMENT ADVISORS, LLC

CRD#: 152990 / SEC#: 801-71104

RIA
Registered Investment Advisory firm - (3/3/2010 Approved)
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Contact information

Main Address
501 West Broadway Suite 1350, San Diego, CA 92101
Mailing Address
Phone number
(619) 326-1200
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IPG INVESTMENT ADVISORS LLC FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,154
AUM (Assets Under Management)$ 3,818,509,733

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

IPG INVESTMENT ADVISORS, LLC

CRD#: 152990Caohula 25240

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