Victor Hugo Avila

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 08/2018
  Jp Morgan Chase Bank
  Downey, CA
• 06/2016 → 08/2018
  Jp Morgan Securities, Llc
  Downey, CA
• 08/2018 → 10/2019
  Wells Fargo Bank Na
  Monterey Park, CA
• 08/2018 → 10/2019
  Wells Fargo Clearing Services Llc
  Monterey Park, CA
• 09/2019 → 07/2021
  U.S. Bank
  Downey, CA
• 10/2019 → 07/2021
  U.S. Bancorp Investments, Inc.
  Downey, CA
• 07/2021 → 07/2022
  Jp Morgan Chase Bank, N.A.
  Carson, CA
• 07/2021 → 07/2022
  J.P. Morgan Securities Llc
  Carson, CA
• 08/2022 → 10/2023
  Wells Fargo Clearing Services, Llc
  Covina, CA
• 08/2022 → 10/2023
  Wells Fargo Bank, Na
  Covina, CA
• 10/2023 → Present
  Citigroup
  Placentia, CA

Previous Registrations

• 2022-08-29 → 2023-11-21
  Wells Fargo Clearing Services, Llc
  Pasadena, CA
  Covina, CA
• 2021-07-23 → 2022-07-30
  J.P. Morgan Securities Llc
  El Monte, CA
  Carson, CA
  El Monte, CA
• 2020-09-30 → 2021-07-16
  U.S. Bancorp Investments, Inc.
  Downey, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-09-29
• S63 Uniform Securities Agent State Law Examination
  2014-04-03

Other Names

• Victor H Avila
• Victor Avila
• Victor Hugo Avila
• Victor H. Avila