Jorge FrigulsCRD Number: 6030361
Current Firm: Newport Group Securities, Inc.
Jorge Friguls (CRD# 6030361) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Heathrow, FL and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Newport Group Securities, Inc.||Heathrow, FL||Jul 2007 - Current||10|
|The Newport Group, Inc.||Heathrow, FL||Jul 2007 - Current||10|
|The Bank Of New York Mellon||Lake Mary, FL||Oct 2004 - Jul 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management23,100MILLIONS
Total Number of Accounts168ACCOUNTS
Average Account Value$137,500,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI