Alex Agundis is a registered investment advisor, based in San Diego, CA, with 18 years of industry experience.
Location
501 West Broadway, Suite 1350, San Diego, CA, 92101
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Alex is an Investment Adviser Representative with Intercam Advisors, Inc. since 2016. This affiliated, investment-related business takes about a quarter of Alex's time.
Employment History
Current Registrations
Investment Placement Group
July 2025 - Present · 9 mos
Ipg Investment Advisors, LLC
July 2025 - Present · 9 mos
Investment Placement GroupBroker
July 2025 - Present · 9 mos
Previous Registrations
Intercam Advisors, INC.
July 2016 - June 2025 · 8 yrs 11 mos
Intercam Securities, INC.Broker
July 2016 - June 2025 · 8 yrs 11 mos
Raymond James & Associates, INC.
April 2014 - July 2016 · 2 yrs 3 mos
Raymond James & Associates, INC.Broker
April 2014 - July 2016 · 2 yrs 3 mos
Morgan Stanley
June 2009 - February 2014 · 4 yrs 8 mos
Morgan StanleyBroker
June 2009 - February 2014 · 4 yrs 8 mos
Citigroup Global Markets INC.
December 2008 - June 2009 · 6 mos
Citigroup Global Markets INC.Broker
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2007 - November 2008 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2007 - November 2008 · 1 yr 6 mos
State Registrations3 states
CAFLTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.