Franklin Portillo is a CFP-designated registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
733 Bishop Street, Suite 2800, Honolulu, HI, 96813
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Franklin is a board member for FPA Hawaii, an organization that educates financial advisors. He spends minimal time on this activity, both during and after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Bankoh Advisors
Bankoh Investment Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Bankoh Advisors
Bankoh Investment Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Edward Jones
Edward JonesBroker
Edward JonesBroker
State Registrations27 states
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