Peter BortelCRD Number: 5086551
Current Firm: Bortel Investment Management, LLC
Peter Bortel (CRD# 5086551) is an Investment Advisor Representative working at Bortel Investment Management, LLC in Gig Harbor, WA and has over 12 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Abraham & Company, Inc.
|Bortel Investment Management LLC||Gig Harbor, WA||Apr 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management80MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$80,000,000
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)
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