Wendy Korman
from Portfolio Advisory Council,l.l.c.
Wendy Korman is a financial advisor based in Texas, Houston, with 31 years of experience. Wendy currently works for Portfolio Advisory Council,l.l.c.. Wendy maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
Wendy Korman works at Portfolio Advisory Council,l.l.c.
Portfolio Advisory Council,l.l.c. is a financial advisory firm based in Houston, Texas. It currently has approximately $238,594,361 of assets under management and employs about 10 people. Portfolio Advisory Council,l.l.c. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
3 Greenway Plaza, Suite 1776, Houston, Texas, 77046
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