Mario
Uyboco

Lifepro Asset Management

CRD#2951740
Investment Advisor
in La Verne, CA

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About this Advisor

Mario Uyboco is a financial advisor who works in La Verne, California who has 3 years of industry experience. Uyboco is on the advisory team at Lifepro Asset Management. The advisor has gained experience at Cal Poly University, Chartwell Financial Solutions, Ing Financial Partners, Inc, Voya Financial Advisors and Lifepro Asset Management, LLC. Uyboco has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Lifepro Asset Management is an advisory firm based out of San Diego, CA. The firm has offices in 35 locations and a total of 55 people on staff. It has $256 million in assets under management between its 2,364 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves one charities and foundations. Of its 2,364 client accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services depend on the type of services offered. However, fees billed by Lifepro Asset Management likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

La Verne, CA

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Lifepro Asset Management Brokerage Details

Total Assets Under Management

$256,359,928

CA Average: $7,578,581,321
Total Number of Employees

55

CA Average: 43
Total Number of Accounts

2,364

CA Average: 3,727
Average Account Size

$108,443

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Mario Uyboco Work History

Mario has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lifepro Asset Management, LLC

2004 - Present (20 years)

Cal Poly University

2014 - 2020 (6 years)

Voya Financial Advisors

2009 - 2014 (5 years)

Ing Financial Partners, Inc

2003 - 2014 (11 years)

Chartwell Financial Solutions

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mario Uyboco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lifepro Asset Management

Antoinette Ryder
San Diego, CA
Sean Brady
San Diego, CA
Mitchell Monson
San Diego, CA
Laurence Williams Ii
San Diego, CA
Michael Clementi
San Diego, CA
James Bower
Cheswick, PA
Adam Reyna
San Diego, CA
Robert Reaburn
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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