Gina PortellesCRD Number: 3163378
Current Firm: Ic Advisory Services, Inc.
Gina Portelles (CRD# 3163378) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Mount Pleasant, SC and has over 18 years of experience in the finance industry.
Coastal Wealth Advisors, LLC
First Citizens Investor Services, Inc.
|Ic Advisory Services, Inc.||Mt. Pleasant, SC||Jun 2006 - Current||11|
|The Investment Center||Mt. Pleasant, SC||May 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Jan 2002|
- Criminal Record
Total Assets Under Management812MILLIONS
Total Number of Accounts3,745ACCOUNTS
Average Account Value$216,763
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops