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Gina Portelles

Advisor at Alexander Capital Wealth Management LLC

Updated today

Location

Huger, SC

Credentials

Series 63, Series 65

Industry experience

26 years

About

Gina Portelles is a financial advisor at Alexander Capital Wealth Management LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Alexander Capital LP since 2021, Ic Advisory Services, Inc. since 2006, and The Investment Center since 2001. In addition to her advisory work, she is an agent licensed to sell life insurance, long-term care, and non-variable insurance products. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm manages approximately $212 million in discretionary assets and employs a combination of cyclical, technical, and fundamental analysis in its investment process.

Client services

Based on Alexander Capital Wealth Management LLC

Portfolio management Selection of other advisers

Expertise

Based on Alexander Capital Wealth Management LLC

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies

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Fee options

Fixed

Fixed fees for portfolio management services may be charged and are negotiable; specific amounts not disclosed.

Percentage

$0+: 0.25% - 2.00% annually (varies by assets under management, type/complexity of services and level of administration requested) No minimum for wrap fee programs+: 0.10% - 2.00% annually (wrap fee program fees vary and are negotiated per client)

Commissions

Commissions received by affiliated broker-dealer representatives on securities transactions and insurance products, separate from advisory fees.

Other

Minimum fee: Fixed fees are negotiable and agreed upon in the advisory agreement, no specific amounts disclosed. Fee-only: Fee-only basis for capital markets and Mergers & Acquisitions advisory services; fees vary depending on client needs and scope of services.

Location

Huger, SC

Most active in

South Carolina

Work history

Alexander Capital LP

2021 - Present (5 years)

Ic Advisory Services, Inc.

2006 - Present (20 years)

The Investment Center

2001 - Present (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew L

Series 63, Series 65

Charleston, SC

Matthew Laydon Capital Management

Matthew Laydon is the principal of Matthew Laydon Capital Management, an independent advisory firm based in Charleston, SC. He holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to founding his firm in 2024, he worked with Kovack Securities, Inc. and Kovack Advisors, Inc. since 2007. Outside of advisory services, he serves as CFO and business advisor for Flatline Contractors Inc. Matthew Laydon Capital Management oversees approximately $27 million in client assets across 36 relationships, primarily serving individual and high-net-worth clients as well as charitable organizations. The firm provides ongoing portfolio management using a variety of analytical approaches and implements both active and passive strategies across multiple asset classes.

Options & derivatives strategies Active portfolio management Passive / index investing Wealth management
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John J

Series 63

Moncks Corner, SC

Barony Financial Group

John Jackson is the sole advisor at Barony Financial Group in Moncks Corner, SC, holding a Series 63 license with 23 years of industry experience. He has led Barony Financial Group since 2003. Outside his advisory role, he occasionally provides consulting services in forest management and teaches continuing education classes to loggers. Barony Financial Group serves middle-class families, trusts, estates, businesses, and a local charitable organization, offering investment supervisory services, portfolio management, financial and insurance planning, and consulting such as mortgage counseling and seminar instruction. The firm manages approximately $10 million across family accounts and a non-profit, employing a combination of fundamental research and technical analysis to guide discretionary portfolio management.

Real estate investing Annuities Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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George S

Series 63, Series 65

Hanahan, SC

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George Seignious III is a financial advisor at Pawleys Investment Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and also works with Atlantic Coast Advisory Group. In addition to his advisory roles, he is a licensed independent insurance agent in South Carolina. Pawleys Investment Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s approach combines fundamental and technical analysis with customized asset allocation, offering both discretionary portfolio management and private pooled equity funds for accredited investors.

Active portfolio management Options & derivatives strategies
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Ryan S

Series 66

North Charleston, SC

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Ryan Selmeci is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Regions Bank and Equitable Advisors LLC. Outside of finance, he has experience in the hospitality and marine services industries. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product, utilizing model portfolios managed by third-party firms such as BlackRock, Vanguard, and Fidelity.

ESG / Sustainable investing Wealth management Tax-loss harvesting Retired
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Alan L

Series 63, Series 65

Hanahan, SC

SPC

Alan Luchay is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Parkland Securities and Sigma Planning Corp. Luchay served in the US Air Force Reserves for 35 years. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management tailored to client needs.

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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William S

Series 66

N. Charleston, SC

First Command Advisory Services

William Stewart is a financial advisor with First Command Advisory Services, holding a Series 66 designation and five years of industry experience. He served in the United States Army for 25 years before transitioning to roles within First Command’s affiliated companies starting in 2019. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes ongoing, advisor-led planning relationships and offers structured, 12-month Tailored Professional Services engagements alongside discretionary asset management based on model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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