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).
Total Assets Under Management60MILLION
Total Number of Accounts161ACCOUNTS
Average Account Value$374,233
- 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
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.