BL
BL

Beatriz L Diaz Del Llano

22 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEducation Planning
Compensation
Fee-Only (AUM)
Firm Size
56 advisors
Number of Clients
2,120 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$50K
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Location

208 Ponce de Leon Ave, POPULAR CENTER Suite 1200, San Juan, PR, 00918

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Beatriz is the Chief Financial Officer at Popular Assets Management, a banking institution. This role takes about 10-20% of her time and she receives a salary as compensation.

Employment History
Current Registrations
Popular Securities, LLC
May 2017 - Present · 8 yrs 9 mos
Popular Securities, LLCBroker
June 2005 - Present · 20 yrs 8 mos
Previous Registrations
Investec (US) IncorporatedBroker
December 2002 - June 2005 · 2 yrs 6 mos
State Registrations1 state
PR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.