Portsmouth Financial Services, Inc.
Portsmouth Financial Services, Inc. (CRD# 13980) is a financial advisory firm headquartered in San Francisco, CA. They manage $3,671,748 in 31 accounts and serve the financial needs of clients across 1 states (or territories).
-
Total Assets Under Management4MILLION
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$118,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
CA
John Bankovitch (CRD# 3230484) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in San Francisco, CA and has over 22 years of experience in the finance industry.
Richard Borba (CRD# 811527) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in Lodi, CA and has over 28 years of experience in the finance industry.
Echo Chien (CRD# 2750051) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in San Francisco, CA and has over 27 years of experience in the finance industry.
Scott Lowry (CRD# 313641) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in San Francisco, CA and has over 43 years of experience in the finance industry.
Donald Panec (CRD# 6926154) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in Novato, CA and has over 5 years of experience in the finance industry.
Daniel Roberts (CRD# 400856) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in San Francisco, CA and has over 42 years of experience in the finance industry.
Robert Sheh (CRD# 1569187) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in Fremont, CA and has over 24 years of experience in the finance industry.
Jason Brown (CRD# 2614483) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in Atlanta, GA and has over 28 years of experience in the finance industry.
Stephen Stanford (CRD# 1686790) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in Fairhope, AL and has over 36 years of experience in the finance industry.