Unclaimed Profile

Louis Philip Ortiz

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

Clean record25 years registeredG & 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. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: G & O FINANCIAL SERVICES, INC.

G & O FINANCIAL SERVICES, INC.

Sep 2000 – Dec 2017

ST. PETERSBURG, FL

Registrations & Exams

Registration record

First registered · September 13, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

G & O FINANCIAL SERVICES, INC.

CRD 141831 · SEC 801-88198

Employees

Total firm employees

Services offered by G & O FINANCIAL SERVICES, INC.

Per Form ADV

Other

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

Introduction

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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.

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, last registered with G & O FINANCIAL SERVICES, INC..

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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Other Advisors at G & O FINANCIAL SERVICES, INC.

Clayton Carter Kreis

ST. PETERSBURG, FL

Kevin Patrick Mccutcheon

ST. PETERSBURG, FL

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