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Henry Anthony Portillo

Navy Federal Investment Services, LLC

Vienna, VA

Los Angeles, CA

Fountain Valley, CA

Pensacola, FL

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Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-11
  • CA RA
    APPROVED
    Since 2026-08-11

Branch Locations

1007 Electric Ave, Vienna, VA 22180 • United States

Los Angeles, CA • United States

18709 Brookhurst St. Ste. A5, Fountain Valley, CA 92708 • United States

5550 Heritage Oaks Drive, Pensacola, FL 32526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
World Financial Group, Inc. Los Angeles CA 09/2014 12/2023
Transamerica Financial Advisors, Inc Los Angeles CA 04/2019 12/2023
Transamerica Financial Advisors Los Angeles CA 05/2016 12/2017
Amazon Los Angeles CA 12/2017 12/2023
Saucey Los Angeles CA 01/2019 01/2020
Saucey Los Angeles CA 01/2019 01/2020
Transamerica Financial Advisors Los Angeles CA 06/2016 12/2017
Marine Corps San Diego CA 03/2018 Present
Amazon Los Angeles CA 12/2017 12/2023
World Financial Group, Inc. Los Angeles CA 09/2014 12/2023
Henry Portillo Los Angeles CA 10/2021 Present
Transamerica Financial Advisors, Inc Los Angeles CA 12/2019 12/2023
Fidelity Investments Los Angeles CA 03/2024 03/2025
Fidelity Investments Boston MA 03/2025 08/2026
Navy Federal Financial Group, Llc Fountain Valley CA 08/2026 Present
Navy Federal Investment Services, Llc Fountain Valley CA 08/2026 Present
  • 09/2014 → 12/2023
    World Financial Group, Inc.
    Los Angeles, CA
  • 04/2019 → 12/2023
    Transamerica Financial Advisors, Inc
    Los Angeles, CA
  • 05/2016 → 12/2017
    Transamerica Financial Advisors
    Los Angeles, CA
  • 12/2017 → 12/2023
    Amazon
    Los Angeles, CA
  • 01/2019 → 01/2020
    Saucey
    Los Angeles, CA
  • 01/2019 → 01/2020
    Saucey
    Los Angeles, CA
  • 06/2016 → 12/2017
    Transamerica Financial Advisors
    Los Angeles, CA
  • 03/2018 → Present
    Marine Corps
    San Diego, CA
  • 12/2017 → 12/2023
    Amazon
    Los Angeles, CA
  • 09/2014 → 12/2023
    World Financial Group, Inc.
    Los Angeles, CA
  • 10/2021 → Present
    Henry Portillo
    Los Angeles, CA
  • 12/2019 → 12/2023
    Transamerica Financial Advisors, Inc
    Los Angeles, CA
  • 03/2024 → 03/2025
    Fidelity Investments
    Los Angeles, CA
  • 03/2025 → 08/2026
    Fidelity Investments
    Boston, MA
  • 08/2026 → Present
    Navy Federal Financial Group, Llc
    Fountain Valley, CA
  • 08/2026 → Present
    Navy Federal Investment Services, Llc
    Fountain Valley, CA
Previous Registrations
Other Businesses

Henry Portillo|Org Addr:Los Angele,California,US|OBA Nature:Notary Public|Invst Rel:N|Title:Sole Proprietor|Duties:Notarizing documents upon request|StrtDt:10-1-2021|TotHrs/mon:1|TrdHrs/mon:0| US Marine Corps - San Diego, CA - OBA Nature: Radio Operator for US Marine Corps - Non-investment related - Duties: maintaing radio communications - Start: 3/18/2018 - Tot Hrs/mon: 48|Trd Hrs/mon:0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-28
S63 Uniform Securities Agent State Law Examination 2016-07-14
  • S65 Uniform Investment Adviser Law Examination
    2020-08-28
  • S63 Uniform Securities Agent State Law Examination
    2016-07-14
Designations
Other Names
  • Henry Anthony Portillo
  • Henry A Portillo

View on SEC IAPD

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OSAIC WEALTH, INC.
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AMERIPRISE FINANCIAL SERVICES, LLC
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RETIREMENT RESEARCHER, LLC
MCLEAN ASSET MANAGEMENT CORP.
KIRK CAPITAL ADVISORS LLC
ATEGRA CAPITAL MANAGEMENT, LLC

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STEPHEN FRANKLIN STEWART

Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
KIRK CAPITAL ADVISORS LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

More in Vienna, VA

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