Eduardo Elias Valera marquez
Investment adviser representative at Portfolio Resources Advisor Group, Inc.
13 yearsExperience
1 stateRegistered in
CFADesignation
$121.9MFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Portfolio Resources Advisor Group, Inc.Mar 2025 to now
- Portfolio Resources Group, Inc.Dec 2015 to now
- Latin American HoldingsJul 2013 to May 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Portfolio Resources Advisor Group, Inc.
$121.9MAssets managed
349Clients
11Advisers
9 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
- 6593335
- Firm CRD
- 144601