Maria Ortiz
Investment adviser representative at Lanark Financial, Inc.
11 yearsExperience
3 statesRegistered in
$1.8BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Lanark Financial, Inc.Mar 2020 to now
- Nbc SecuritiesSep 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (FL, OR, WA).
Lanark Financial, Inc.
$1.8BAssets managed
3,576Clients
68Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2451095
- Firm CRD
- 17870