EA
EA

Eduardo Alaman

26 Years of Experience
4 DisclosuresBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
1,154 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$300K
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Location

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2014
Customer Dispute
January 2014
Settled
Customer Dispute
September 2013
Settled
Customer Dispute
November 2007
Denied
Other Business ActivitiesSells Insurance

Eduardo is an Investment Advisor Representative (IAR) at IPG Investment Advisors, dedicating about half his time to this role. He is also a passive real estate investor, a licensed insurance agent dedicating minimal time to insurance, and refers clients to a Mexican investment advisor, dedicating a few hours per week.

Employment History
Current Registrations
Ipg Investment Advisors, LLC
January 2023 - Present · 3 yrs 1 mo
Investment Placement Group
March 2017 - Present · 8 yrs 11 mos
Investment Placement GroupBroker
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Ipg Investment Advisors, LLC
May 2018 - December 2022 · 4 yrs 7 mos
Crosswell Advisors, LLC
July 2014 - October 2018 · 4 yrs 3 mos
Global Investor Services, L.C.Broker
May 2014 - February 2017 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2000 - March 2014 · 14 yrs
Gamma Capital Securities, INCBroker
November 1998 - February 2000 · 1 yr 3 mos
State Registrations5 states
CAGANJNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.