Popular Securities, LLC, based out of Hato Rey, PR, is a reputable regional investment advisory firm catering to over 1,100 individual clients. With a strong focus on asset management, they oversee a staggering $1,937,947,000 in assets under management, of which 73% are discretionary. The firm operates from eight well-established offices, ensuring accessibility and convenience for their diverse clientele.
In addition to their investment advisory services, Popular Securities, LLC also serves as an insurance broker or agent, providing comprehensive coverage options tailored to their clients' needs. While their assets under manageme...
See more
Loading...
Assets Under Mgmt
$1.94B
Investment Professionals
39
Locations
7
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
Disclosures
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
Found to have been involved in a violation of self-regulatory organizations rules
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.