Alberto Valdes

Insigneo Advisory Services, LLC

17 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Insigneo Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

173 advisors

Number of Clients

3,346 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$3.6B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

2700 Post Oak Blvd, Office 21-152, Houston, TX, 77056

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History

Regulatory History (1)

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Employment Separation After Allegations

December 2020

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Employment History

Current Registrations

Insigneo Advisory Services, LLC

August 2025 - Present · 6 mos

Insigneo Securities, LLCBroker

August 2025 - Present · 6 mos

Insigneo Securities, LLC

August 2025 - Present · 6 mos

Previous Registrations

Vectorglobal WmgBroker

February 2025 - August 2025 · 6 mos

Vectorglobal Iag, INC.

February 2025 - August 2025 · 6 mos

Alterna Wealth Management, INC.

February 2021 - February 2025 · 4 yrs

Alterna Securities, INC.Broker

January 2021 - February 2025 · 4 yrs 1 mo

Bbva Securities INC.Broker

May 2013 - December 2020 · 7 yrs 7 mos

Bbva Wealth Solutions INC.

February 2012 - December 2020 · 8 yrs 10 mos

Bbva Compass Investment Solutions, INCBroker

June 2009 - May 2013 · 3 yrs 11 mos

Bbva Investments INC.Broker

April 2008 - July 2009 · 1 yr 3 mos

State Registrations3 states

CAFLTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.