Unclaimed Profile

Louis Philip Ortiz

G & O FINANCIAL SERVICES, INC.·ST. PETERSBURG, Florida

Clean recordG & O FINANCIAL SERVICES, INC.

888 EXECUTIVE CENTER DR W, ST. PETERSBURG, FL 33702CRD# 5219890Firm CRD# 141831

Profile Verification

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

Identity

Louis Philip Ortiz · ST. PETERSBURG, FL

Registration

CRD #5219890 · G & O FINANCIAL SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Louis Philip Ortiz is a registered financial advisor based in ST. PETERSBURG, Florida, affiliated with G & O FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

G & O FINANCIAL SERVICES, INC.

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at G & O FINANCIAL SERVICES, INC. →

Services

Other

Background

Compensation

Other: REFERRAL FEES FROM RIAS

Regulatory

SEC/IARD CRD# 5219890

Firm CRD# 141831

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Louis Philip Ortiz offer?

Louis Philip Ortiz is a registered financial advisor in ST. PETERSBURG, Florida. Contact their office for details on services offered.

What are Louis Philip Ortiz's credentials?

Louis Philip Ortiz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Louis Philip Ortiz located?

Louis Philip Ortiz is based in ST. PETERSBURG, Florida, working with G & O FINANCIAL SERVICES, INC.. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.

How does Louis Philip Ortiz charge for services?

Louis Philip Ortiz's firm is compensated through other: referral fees from rias. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is G & O FINANCIAL SERVICES, INC.?

G & O FINANCIAL SERVICES, INC. has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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