FV
CFP
FV
CFP

Felipe Humberto Valbuena

14 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$924K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

1001 Brickell Bay Drive, Suite 1900, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Vectorglobal Iag, INC.
January 2020 - Present · 6 yrs 1 mo
Vectorglobal WmgBroker
February 2019 - Present · 7 yrs
Previous Registrations
Efg Capital InternationalBroker
March 2011 - January 2019 · 7 yrs 10 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.