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Francisco Jose Darquea

CRD# 7282868·Registered 2020 - 2021
Previously Registered: Being a previously registered professional could mean that Francisco is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Francisco Jose Darquea was a registered financial advisor. Francisco was a previously registered financial professional and started their career in finance 2020 - 2021. Francisco had worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

6 years in the financial services industry

Current & Past Employments

IFB WEALTH MANAGEMENT LLC·CRD# 299318
RIA
Miami, FL
August 18, 2020 - October 21, 2021

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Current Firm

IW
IFB WEALTH MANAGEMENT LLC

IFB WEALTH MANAGEMENT LLC

CRD#: 299318 / SEC#: 801-117624

Contact Information

Main Address

777 Sw 37th Avenue 6th Floor, Miami, FL 33135

Phone Number

(305) 329-1520

# of Employees

9

Documents

Latest Form ADV

Part 2 Brochures

IFB WEALTH MANAGEMENT FORM ADV PART 2A (3/18/2024)

Regulatory Assets Under Management

Total Number of Accounts

64

AUM (Assets Under Management)

$108,904,856

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2020About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Nov 2020About the SIE exam

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CRS (Client Relationship Summary)

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

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