Carlos Ortega
Investment adviser representative at Towneley Capital Management, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assetsFixed 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
10 years in the industry.
- Towneley Capital Management, Inc.Jul 2023 to now
- Tax & Financial GroupMay 2019 to Jul 2023
- Minnesota Life Insurance CompanyMay 2019 to Feb 2020
- Securian Financial Services IncApr 2019 to Jul 2023
- True Vision EnterpriseDec 2018 to Mar 2019
- AramarkFeb 2017 to Oct 2018
- Uci Hospitality and Dinng - SubwaySep 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Towneley Capital Management, Inc.
$1.1BAssets managed
240Clients
7Advisers
12 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
- 7043236
- Firm CRD
- 169863