Guadalupe Ponciano, financial advisor Ormond Beach FL

Guadalupe Ponciano

CRD Number: 2862753
Current Firm: Primerica Advisors

Guadalupe Ponciano (CRD# 2862753) is an Investment Advisor Representative working at Primerica Advisors in Ormond Beach, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Ormond Beach, FL Jan 1997 - Current 27
Primerica Financial Services Ormond Beach, FL Oct 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Guadalupe N. Ponciano
Phone Number: 833-786-0550
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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