Portland Financial Advisors, Inc.

Portland Financial Advisors, Inc. (CRD# 127371) is a financial advisory firm headquartered in Portland, OR. They manage $60,251,443 in 161 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $374,233
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
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.

OR, WA

Financial Advisors at Portland Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gabriel J. Markiz
CRD#: 4673290
Portland, OR
90
Wealthminder
score

Gabriel Markiz (CRD# 4673290) is an Investment Advisor Representative working at Portland Financial Advisors, Inc. in Portland, OR and has 1 year of experience in the finance industry. Gabriel Markiz 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.

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