Alejandro
Beguiristain
Ip Financial Advisory Services LLC
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About this Advisor
Alejandro Beguiristain is a financial advisor who works in Miami, Florida who has 2 years of relevant experience. Beguiristain is an employee of Ip Financial Advisory Services LLC. Their career trajectory has included roles at Transamerica Capital Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Suntrust Investment Services, Inc, Fidelity Brokerage Services LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Innovation Partners LLC and Ip Financial Advisory Services LLC. Beguiristain maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Ip Financial Advisory Services LLC is a registered investment firm based out of Charlotte, NC. The company has offices in 28 locations and a total of 92 financial advisors. It controls $251 million in assets under management among its 2,025 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The company performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees usually vary depending on which services the firm provides the client. However, fee types charged by Ip Financial Advisory Services LLC can include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ip Financial Advisory Services LLC Brokerage Details
$250,478,648
92
2,025
$123,693
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Alejandro Beguiristain Work History
Alejandro has been registered as a financial advisor for 2 years.*
Innovation Partners LLC
Ip Financial Advisory Services LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Fidelity Brokerage Services LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Suntrust Investment Services, Inc
Transamerica Capital Inc
*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 Alejandro Beguiristain 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 Ip Financial Advisory Services LLC
Charlotte, NC
Miami, FL
Charlotte, NC
Charlotte, NC
Charlotte, NC
Irvine, CA
Charlotte, NC
Charlotte, NC
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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