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Beatriz L Diaz del llano

Investment adviser representative at Popular Securities, LLC
20 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 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 assetsOther

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

20 years in the industry.

  1. Popular Securities, LLCAug 2006 to now

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (PR).

Popular Securities, LLC

$2.6BAssets managed
2,403Clients
58Advisers
26 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
4576581
Firm CRD
8096
Advisor's SEC record (opens in a new tab)
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