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Financial ADVSR advisor directory · SEC adviser records

Portfolio Resources Advisor Group, Inc. financial advisors in Coral Gables, FL

Every SEC-registered investment adviser representative at a Portfolio Resources Advisor Group, Inc. office in Coral Gables, A to Z.

The short answer

7 registered advisors work at Portfolio Resources Advisor Group, Inc. in Coral Gables, out of 10 at the firm nationwide; it ranks number 26 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

Portfolio Resources Advisor Group, Inc. advisors in Coral Gables, A to Z

Every Portfolio Resources Advisor Group, Inc. advisor →

Portfolio Resources Advisor Group, Inc. advisors in every city and state →Portfolio Resources Advisor Group, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Portfolio Resources Advisor Group, Inc. advisors in other cities

Weston, FL 1

Other firms in Coral Gables

All Coral Gables advisors →

UBS Financial Services Inc. 115Morgan Stanley 103Raymond James & Associates, Inc. 80Merrill Lynch, Pierce, Fenner & Smith Incorporated 74Wells Fargo Clearing Services, LLC 56Oppenheimer & Co. Inc. 35Bradesco Global Advisors 23Snowden Capital Advisors LLC 21Amerant Investments, Inc. 19Evensky & Katz/Foldes Wealth Management 19We Family Offices 19Stifel, Nicolaus & Company, Incorporated 17

Questions

How many financial advisors does Portfolio Resources Advisor Group, Inc. have in Coral Gables?

7 investment adviser representatives are registered at Portfolio Resources Advisor Group, Inc. offices in Coral Gables, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

Is Portfolio Resources Advisor Group, Inc. one of the largest advisor employers in Coral Gables?

Portfolio Resources Advisor Group, Inc. ranks number 26 in Coral Gables by registered advisors; UBS Financial Services Inc. has the most, with 115.

How do I check a Portfolio Resources Advisor Group, Inc. advisor in Coral Gables?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Portfolio Resources Advisor Group, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.