Georgeann Portokalis, financial advisor Naples FL

Georgeann Portokalis

CRD 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.

Similar Advisors
Albert Abdo, financial advisor Naples FL
Albert Abdo
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Thomas Abood, financial advisor Naples FL
Thomas G. Abood
CRD# 2305670
Truist Advisory Services, Inc.
Similar Advisors
Pamela Abraham, financial advisor Naples FL
Pamela L. Abraham
CRD# 1002352
Hightower Advisors, LLC
Professional Designations
Company Name Location Dates Years
Gap Financial Counseling Corp Naples, FL Sep 2005 - Current 16

Georgeann Portokalis has no recent exams reported.
Contact Info for Georgeann Portokalis
Phone Number: 239-254-7880
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.