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Jaime Antonio Toro Lavergne

POPULAR SECURITIES, LLC·HATO REY, Puerto Rico
POPULAR SECURITIES, LLC
POPULAR CENTER, 208 PONCE DE LEON, HATO REY, PR 00918CRD# 5984147Firm CRD# 8096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jaime Antonio Toro Lavergne · HATO REY, PR
Registration
CRD #5984147 · POPULAR SECURITIES, LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jaime Antonio Toro Lavergne is a registered financial advisor based in HATO REY, Puerto Rico, affiliated with POPULAR SECURITIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
POPULAR SECURITIES, LLC
POPULAR SECURITIES, LLC
AUM
$2.2B
Regulatory assets under management
Employees
95
Total firm employees
View all advisors at POPULAR SECURITIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Other: 12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES
Regulatory
SEC/IARD CRD# 5984147
Firm CRD# 8096
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jaime Antonio Toro Lavergne offer?
Jaime Antonio Toro Lavergne specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HATO REY, Puerto Rico for a consultation.
What are Jaime Antonio Toro Lavergne's credentials?
Jaime Antonio Toro Lavergne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jaime Antonio Toro Lavergne located?
Jaime Antonio Toro Lavergne is based in HATO REY, Puerto Rico, working with POPULAR SECURITIES, LLC. Their office serves clients in the HATO REY metropolitan area and surrounding communities.
How does Jaime Antonio Toro Lavergne charge for services?
Jaime Antonio Toro Lavergne's firm is compensated through percentage of aum, other: 12b-1 fees in money market product and referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POPULAR SECURITIES, LLC?
POPULAR SECURITIES, LLC has approximately 95 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at POPULAR SECURITIES, LLC

Ignacio Alvarez Zatarain
HATO REY, PR
Luis Enrique Cestero Casanova
HATO REY, PR
Rosa Angela Colon Ortiz
HATO REY, PR
Carlos Rafael De Sevilla Rios
HATO REY, PR
Francisco Roberto Garcia Inclan
HATO REY, PR
Gregory Kaufman
HATO REY, PR

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
Advisor Fees in Puerto RicoNational Fee Analysis
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