Unclaimed Profile

Charles Howard Portz

EVR RESEARCH LP·RICHMOND, Virginia

Series 65Clean record9 years registeredEVR RESEARCH LP

411 LIBBIE AVENUE, RICHMOND, VA 23226CRD# 6663727Firm CRD# 283385

Profile Verification

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

Identity

Charles Howard Portz · RICHMOND, VA

Registration

CRD #6663727 · EVR RESEARCH LP · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EVR RESEARCH LP

EVR RESEARCH LP

Sep 2016 – Mar 2019

Richmond, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 20, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVR RESEARCH LP

CRD 283385 · SEC 801-121869

AUM

$733M

Regulatory assets under management

Employees

3 client accounts

Services offered by EVR RESEARCH LP

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at EVR RESEARCH LP →

Introduction

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Frequently Asked Questions

What services does Charles Howard Portz offer?

Charles Howard Portz specializes in Retirement Planning.

What are Charles Howard Portz's credentials?

Charles Howard Portz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Howard Portz located?

Charles Howard Portz is based in RICHMOND, Virginia, last registered with EVR RESEARCH LP.

How does Charles Howard Portz charge for services?

Charles Howard Portz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVR RESEARCH LP?

EVR RESEARCH LP has approximately 6 employees and manages $733M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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