FP
FP

Francisco Javier Pericas

1 Year of Experience
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 Muñoz Rivera Ave., Popular Center Building North, 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

Francisco is a full-time employee as a Division Manager at Banco Popular de Puerto Rico, overseeing fiduciary and asset management. He also serves as a director for Echar Pa'lante Inc. (a non-profit, dedicating a few hours per week) and as treasurer for Condominio La Catedral (another non-profit, dedicating minimal time).

Employment History
Current Registrations
Popular Securities, LLC
February 2024 - Present · 2 yrs
State Registrations1 state
PR
Advisor
Exams
No exam information available for this advisor.