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Gina Marie Portelles

Advisor at Alexander Capital Wealth Management LLC — Huger, SC

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Huger, SC

Alexander Capital Wealth Management LLC logo

Alexander Capital Wealth Management LLC

Multi-team

Total advisors

33

Across 22 offices

Clients per advisor

19 Very Low

Avg AUM per client

$387,750 Low

HNW client ratio

12% Low

About

Gina Portelles is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include 15 years at IC Advisory Services, Inc. and 5 years at The Investment Center. She also engages in non-investment activities as an agent selling life, long-term care, and non-variable insurance. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment approach that integrates proprietary technical analysis with fundamental review across multiple advisory teams.

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

See office

Huger, SC

Huger SC

Advisors at this office

2

Most active in

South Carolina

Work history

27 years of industry experience

Alexander Capital LP

2021 - Present • 5 years

New York, NY

IC Advisory Services, Inc.

2006 - 2021 • 15 years

Mt. Pleasant, SC

The Investment Center

2001 - 2006 • 5 years

Mt. Pleasant, SC

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 advisor at Matthew Laydon Capital Management with 25 years of experience in the financial industry. He previously worked at Kovack Securities, Inc. and Kovack Advisors, Inc. for 17 years. Outside of advising, he serves as CFO and business advisor for Flatline Contractors Inc. Matthew Laydon Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs both active and passive investment strategies across a variety of asset classes and incorporates multiple analytical approaches while documenting client goals in written Investment Policy Statements.

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

Pawleys Investment Advisors, LLC

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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Edward P

CFP®, Series 63, Series 65

Huger, SC

Alexander Capital Wealth Management LLC

Edward Portelles is a CFP® with 23 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. He is also a licensed CPA in New York and provides financial planning advice for clients of Gabor and Associates. Additionally, he is involved in insurance sales, including life insurance and indexed annuities. Alexander Capital Wealth Management LLC offers investment advisory services to individual, high-net-worth, and certain institutional clients, employing a top-down, asset-allocation approach that integrates proprietary technical analysis with fundamental review across multiple advisory teams.

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

Series 66

North Charleston, SC

Navy Federal Investment Services, LLC

Ryan Selmeci is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Regions Bank and Equitable Advisors, as well as involvement with Voodoo Dog Restaurant LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services through managed advisory programs that utilize third-party portfolio managers.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Erin Z

Series 63, Series 65

Charleston, SC

First Command Advisory Services

Erin Zumwalt is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. She has one year of industry experience and previously served 21 years in the U.S. Navy. Outside of financial services, she is involved in Word of Mouth Catering. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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