ET
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Eduardo P Tovar

31 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
93 clients
Average Client Portfolio
$984K average
Assets Under Management
$91.5M
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Location

7816 Ivanhoe Ave Ste 10, La Jolla, CA, 92037-4535

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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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Employment History
Current Registrations
Private Portfolio of San Diego
March 2006 - Present · 19 yrs 11 mos
Private Portfolio, INC.Broker
December 1994 - Present · 31 yrs 2 mos
State Registrations7 states
AZCAFLGAHIILTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.