Portfolio Resources Advisor Group, Inc.

Portfolio Resources Advisor Group, Inc. (CRD# 144601) is a financial advisory firm headquartered in Miami, FL. They manage $99,781,518 in 699 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    699
    ACCOUNTS
  • Average Account Value
    $142,749
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, KY, NC, NJ, NY, OR, PA, VA

Financial Advisors at Portfolio Resources Advisor Group, Inc.
Showing 1 - 10 of 16 top financial advisors.
1
Pamela S. Brandt
CRD#: 729119
800 Brickell Avenue, Suite 903, Miami, FL 33131
96
Wealthminder
score

Pamela Brandt (CRD# 729119) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Miami, FL and has over 35 years of experience in the finance industry. Pamela Brandt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Douglas A. Goldstein
CRD#: 2229128
800 Brickell Avenue, Suite 903, Miami, FL 33131
96
Wealthminder
score

Douglas Goldstein (CRD# 2229128) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Miami, FL and has over 24 years of experience in the finance industry. Douglas Goldstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ann M. Lander
CRD#: 1372351
800 Brickell Avenue, Suite 903, Miami, FL 33131
96
Wealthminder
score

Ann Lander (CRD# 1372351) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Miami, FL and has over 14 years of experience in the finance industry. Ann Lander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Joyce K. Moore
CRD#: 2206551
Emmaus, PA
96
Wealthminder
score

Joyce Moore (CRD# 2206551) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Emmaus, PA and has over 24 years of experience in the finance industry.

5
Harold J. Moran
CRD#: 1608921
800 Brickell Avenue, Suite 903, Miami, FL 33131
96
Wealthminder
score

Harold Moran (CRD# 1608921) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Miami, FL and has over 29 years of experience in the finance industry. Harold Moran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Thomas L. Moser
CRD#: 1641828
Marana, AZ
96
Wealthminder
score

Thomas Moser (CRD# 1641828) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Marana, AZ and has over 29 years of experience in the finance industry. Thomas Moser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Nancy J. Baquero De Jimenez
CRD#: 5583492
800 Brickell Avenue, Suite 903, Miami, FL 33131
93
Wealthminder
score

Nancy Baquero De Jimenez (CRD# 5583492) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Miami, FL and has over 6 years of experience in the finance industry.

8
Antonio Camejo
CRD#: 1654246
800 Brickell Avenue, Suite 903, Miami, FL 33131
93
Wealthminder
score

Antonio Camejo (CRD# 1654246) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Miami, FL and has over 29 years of experience in the finance industry.

9
John C. Cogswell
CRD#: 4486644
137 S. Crestmoor Avenue, Louisville, KY 40206
93
Wealthminder
score

John Cogswell (CRD# 4486644) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Louisville, KY and has over 14 years of experience in the finance industry.

10
Aaron Katsman
CRD#: 4866430
800 Brickell Avenue, Suite 903, Miami, FL 33131
93
Wealthminder
score

Aaron Katsman (CRD# 4866430) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Miami, FL and has over 12 years of experience in the finance industry.

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