Christian Horacio Ortez
Investment adviser representative at Private Advisor Group, LLC
16 yearsExperience
2 statesRegistered in
$57.7BFirm assets
15 yearsFirm in business
Are you Christian Horacio Ortez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
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
16 years in the industry.
- Private Advisor Group, LLCJun 2026 to now
- LPL Financial LLCJan 2021 to now
- Mariner Independent Advisor Network, LLCFeb 2021 to Jul 2026
- Grit AthleticDec 2020 to Feb 2023
- Exxel AthleticSep 2019 to Dec 2020
- California Private Wealth LLCMay 2019 to Jan 2021
- Various Insurance Carriers for W&r Insurance AgenciesMar 2018 to Jan 2021
- Waddell & Reed, IncMar 2018 to Jan 2021
- LPL FinancialMar 2010 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 4762156
- Firm CRD
- 155216