Phillip Ortego
Phillip Ortego is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lafayette, LA, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3639 Ambassador Caffery Parkway, Suite 218, Lafayette, LA, 70503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Phillip is involved with The Investment Partners of Acadiana, LLC as a support role for the Branch Manager, dedicating minimal time. He also provides support to The Investment Advisory Group as an advisor, dedicating no time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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