Unclaimed Profile

Maria Luisa Boyd

IPG INVESTMENT ADVISORS, LLC·SAN DIEGO, California

SIE, Series 7, Series 7TO, Series 14, Series 24, Series 63, Series 66, Series 79TO, Series 99TOClean record16 years registeredIPG INVESTMENT ADVISORS, LLC

350 10TH AVENUE, SAN DIEGO, CA 92101CRD# 2319297Firm CRD# 152990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Maria Luisa Boyd · SAN DIEGO, CA

Registration

CRD #2319297 · IPG INVESTMENT ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IPG INVESTMENT ADVISORS, LLC

IPG INVESTMENT ADVISORS, LLC

Apr 2010 – May 2021

SAN DIEGO, CA

INVESTMENT PLACEMENT GROUP

Jan 2010 – Jun 2010

Houston, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 14

Series 24

Series 63

Series 66

Series 79TO

Series 99TO

Registration record

First registered · January 6, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IPG INVESTMENT ADVISORS, LLC

CRD 152990 · SEC 801-71104

AUM

$3.5B

Regulatory assets under management

Employees

1,051 client accounts

Services offered by IPG INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at IPG INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Maria Luisa Boyd offer?

Maria Luisa Boyd specializes in Investment Management, Retirement Planning, Wealth Management.

What are Maria Luisa Boyd's credentials?

Maria Luisa Boyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Maria Luisa Boyd located?

Maria Luisa Boyd is based in SAN DIEGO, California, last registered with IPG INVESTMENT ADVISORS, LLC.

How does Maria Luisa Boyd charge for services?

Maria Luisa Boyd's firm is compensated through percentage of aum, subscription fees, commissions, performance-based fees, other: family office, service , finder's fees $ 12b1 fees via afflt. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IPG INVESTMENT ADVISORS, LLC?

IPG INVESTMENT ADVISORS, LLC has approximately 39 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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