Jorge Tollinche, financial advisor San Juan PR
89 score

Jorge Tollinche

CRD Number: 1389480
Current Firm: Kovack Advisors, Inc.

Jorge Tollinche (CRD# 1389480) is an Investment Advisor Representative working at Kovack Advisors, Inc. in San Juan, PR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Kovack Advisors, Inc. Ft. Lauderdale, FL Aug 2011 - Current 5
Kovack Securities, Inc. Ft. Lauderdale, FL Jun 2009 - Current 7
Financial Network Inv. Corp. San Juan, PR Mar 2002 - Jun 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Jorge L. Tollinche
Phone Number: 954-782-4771
Registered State(s):
  • PR
By the Numbers
  • Total Assets Under Management
    1,317
    MILLIONS
  • Total Number of Accounts
    5,353
    ACCOUNTS
  • Average Account Value
    $246,011
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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