Henry Anthony Portillo
Investment adviser representative at Navy Federal Investment Services, LLC
12 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$2.1BFirm assets
Are you Henry Anthony Portillo? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Navy Federal Investment Services, LLCAug 2026 to now
- Navy Federal Financial Group, LLCAug 2026 to now
- Henry PortilloOct 2021 to now
- Marine CorpsMar 2018 to now
- Fidelity InvestmentsMar 2024 to Aug 2026
- Transamerica Financial Advisors, IncApr 2019 to Dec 2023
- SauceyJan 2019 to Jan 2020
- AmazonDec 2017 to Dec 2023
- Transamerica Financial AdvisorsMay 2016 to Dec 2017
- World Financial Group, Inc.Sep 2014 to Dec 2023
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Navy Federal Investment Services, LLC
$2.1BAssets managed
7,424Clients
160Advisers
19 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
- 6648219
- Firm CRD
- 138459