Kirbe
Llabra

Pensionmark Financial Group, LLC

CRD#6472166
Investment Advisor
in Houston, TX

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About this Advisor

Kirbe Llabra is a financial advisor based in Houston, Texas, working with Pensionmark Financial Group, LLC. Kirbe has previously held positions at Invesco Distributors, Inc, Pls, Medix, Lincoln Financial Advisors Corp, Pensionmark Securities, LLC, and Pensionmark Financial Group. Kirbe has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Kirbe is part of Pensionmark Financial Group, LLC, which operates out of Houston, Texas. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

840 Gessner Road Suite 700
Houston, TX 77024

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Pensionmark Financial Group, LLC Brokerage Details

Total Assets Under Management

$37,759,764,327

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

324

TX Average: 43
Total Number of Accounts

11,973

TX Average: 3,727
Average Account Size

$3,153,743

TX Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kirbe Llabra Work History

2023 - Present (1 year)

Pensionmark Securities, LLC

2023 - Present (1 year)

Pensionmark Financial Group

2017 - 2023 (6 years)

Lincoln Financial Advisors Corp

2015 - 2017 (2 years)

Invesco Distributors, Inc

2014 - 2015 (1 year)

Pls

2014 - 2014 (< 1 year)

Medix

Disclosures

Please visit the SEC profile of Kirbe Llabra 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 Pensionmark Financial Group, LLC

Kirbe Llabra
Houston, TX
Kyle Lacroix
Fayetteville, AR
James Vanke
Atlanta, GA
Leah Manderson
Alpharetta, GA
Robert Scherzer
Santa Barbara, CA
Andrea Mullins
Saint Petersburg, FL
Manuel Garcia
San Antonio, TX
Clayton Boone
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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