Ana PortilloCRD Number: 5276920
Current Firm: Voya Financial Advisors, Inc.
Ana Portillo (CRD# 5276920) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Houston, TX and has over 9 years of experience in the finance industry.
The Goff Financial Group
Linscomb & Williams
|Voya Financial Advisors||Houston, TX||Sep 2014 - Current||2|
|Ing Financial Partners, Inc.||Houston, TX||Jan 2011 - Sep 2014||3|
|Premier Designs Jewelry||Irving, TX||Dec 2012 - Nov 2013||< 1|
|Ing Financial Advisers LLC||Houston, TX||Jul 2009 - Dec 2010||1|
|Ing||Houston, TX||Jun 2009 - Dec 2010||1|
|Valic Financial Advisors||Houston, TX||Jan 2007 - Apr 2009||2|
|School||Houston, TX||Aug 1988 - Dec 2006||18|
|Kb Home||Houston, TX||May 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV
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