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Louis Philip Ortiz

G & O FINANCIAL SERVICES, INC.·ST. PETERSBURG, Florida
Unclaimed Profile
888 EXECUTIVE CENTER DR W, ST. PETERSBURG, FL 33702CRD# 5219890Firm CRD# 141831
01

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.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
G & O FINANCIAL SERVICES, INC.
G & O FINANCIAL SERVICES, INC.
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at G & O FINANCIAL SERVICES, INC. →
Services
Other
04

Background

Compensation
Other: REFERRAL FEES FROM RIAS
Regulatory
SEC/IARD CRD# 5219890
Firm CRD# 141831
No disclosures on file
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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