Portfolio Resources Advisor Group, Inc.
Portfolio Resources Advisor Group, Inc. (CRD# 144601) is a financial advisory firm headquartered in Miami, FL. They manage $107,846,099 in 533 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management108MILLION
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Total Number of Accounts533ACCOUNTS
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Average Account Value$202,338
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, FL, NY, PA, TX
Nancy Baquero De Jimenez (CRD# 5583492) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Miami, FL and has over 13 years of experience in the finance industry.
Antonio Camejo (CRD# 1654246) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Miami, FL and has over 36 years of experience in the finance industry.
David Diaz Monroy (CRD# 6622298) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Miami, FL and has over 7 years of experience in the finance industry.
Stephen Foster (CRD# 2232214) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Miami, FL and has 1 year of experience in the finance industry.
Douglas Goldstein (CRD# 2229128) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Miami, FL and has over 31 years of experience in the finance industry.
Aaron Katsman (CRD# 4866430) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Miami, FL and has over 19 years of experience in the finance industry.
Joyce Moore (CRD# 2206551) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Miami, FL and has over 31 years of experience in the finance industry.
Thomas Moser (CRD# 1641828) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Marana, AZ and has over 36 years of experience in the finance industry.
Nora Camejo (CRD# 7007800) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Miami, FL and has over 3 years of experience in the finance industry.
Gustavo Degwitz Cosson (CRD# 6285301) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Caracas, and has over 4 years of experience in the finance industry.