Georgeann PortokalisCRD Number: 5246514
Current Firm: Gap Financial Counseling Corp.
Georgeann Portokalis (CRD# 5246514) is an Investment Advisor Representative working at Gap Financial Counseling Corp. in Naples, FL and has 1 year of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Truist Advisory Services, Inc.
Hightower Advisors, LLC
|Gap Financial Counseling Corp||Naples, FL||Sep 2005 - Current||16|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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
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