Wendy Ellen birkinshaw Korman
Investment adviser representative at Portfolio Advisory Council,L.L.C.
31 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$494.9MFirm assets
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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
Experience
31 years in the industry.
- Portfolio Advisory Council, L.L.C.May 2004 to now
- Callaway & AssociatesMay 2000 to now
- Wendy Ellen Birkinshaw, Cpa, Pfs, CfpJun 1995 to now
Designations
- CFP® certification
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (TX).
Portfolio Advisory Council,L.L.C.
Legal name: Portfolio Advisory Council, L.L.C.
$494.9MAssets managed
567Clients
7Advisers
40 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
- 4488898
- Firm CRD
- 107465