Unclaimed Profile

Tina Mistry

PORTFOLIO ADVISORS, INC.·FRESNO, California

Series 65Clean record18 years registeredPORTFOLIO ADVISORS, INC.

7571 N. REMINGTON AVE., STE. 105, FRESNO, CA 93711-5799CRD# 5520596Firm CRD# 106111

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tina Mistry · FRESNO, CA

Registration

CRD #5520596 · PORTFOLIO ADVISORS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

PORTFOLIO ADVISORS, INC.

Jul 2008 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 23, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PORTFOLIO ADVISORS, INC.

CRD 106111 · SEC 801-38220

AUM

$206M

Regulatory assets under management

Employees

819 client accounts

Services offered by PORTFOLIO ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PORTFOLIO ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Tina Mistry offer?

Tina Mistry specializes in Financial Planning, Investment Management. Contact their office in FRESNO, California for a consultation.

What are Tina Mistry's credentials?

Tina Mistry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tina Mistry located?

Tina Mistry is based in FRESNO, California, working with PORTFOLIO ADVISORS, INC.. Their office serves clients in the FRESNO metropolitan area and surrounding communities.

How does Tina Mistry charge for services?

Tina Mistry's firm is compensated through percentage of aum, subscription fees, other: retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTFOLIO ADVISORS, INC.?

PORTFOLIO ADVISORS, INC. has approximately 6 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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