Jose Portillo is a registered investment advisor, based in Tujunga, CA, with 30 years of industry experience.
Location
Tujunga, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jose works as an independent contractor for ANTA Capital, preparing financials and regulatory filings, dedicating about 10-20% of his time. He also serves as CFO/CCO for RM Duncan Securities/RM Duncan Capital Management, spending full-time hours on financial reporting and compliance tasks.
Employment History
Current Registrations
Shiloh Advisors INC.
Shiloh Advisors INC.Broker
Southland Equity Partners, LLC.
Anta CapitalBroker
R.M. Duncan Capital Management Corporation
R.M. Duncan Securities, INC.Broker
R.M. Duncan Securities, INC.
Previous Registrations
Collectable SecuritiesBroker
Rh Investment CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.