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 19 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|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- 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