Tina Mistry, financial advisor Fresno CA
96 score

Tina Mistry

CRD Number: 5520596
Current Firm: Portfolio Advisors, Inc.

Tina Mistry (CRD# 5520596) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has over 8 years of experience in the finance industry. Tina Mistry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Portfolio Advisors, Inc. Fresno, CA Jul 2011 - Current 5
Portfolio Advisors, Inc. Fresno, CA Apr 2006 - Jul 2011 5
Full-time Student Fresno, CA Jan 1990 - May 2007 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Tina Mistry
Phone Number: 559-432-8400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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