Gina Portelles (CRD# 3163378) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Red Bank, NJ and has over 25 years of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alexander Capital LP | New York, NY | Jun 2021 - Current | 2 |
| Ic Advisory Services, Inc. | Mt. Pleasant, SC | Jun 2006 - Current | 17 |
| The Investment Center | Mt. Pleasant, SC | May 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- SC
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Total Assets Under Management121MILLIONS
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Total Number of Accounts531ACCOUNTS
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Average Account Value$227,476
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, CT, FL, GA, LA, MO, NE, NJ, NY, OR, PA, SC, TX, WA
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