Fernando
Pou
Insight Securities, Inc
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About this Advisor
Fernando Pou is a financial advisor who works out of El Paso, Texas with 6 years of relevant experience. Pou is an advisor for Insight Securities, Inc. Over the course of their career, Pou has held roles at Efg Capital International Corp, Efg Asset Management Corp, Efg Capital Advisors Inc, Insight Securities Inc, Not Registered, Inisght Securities Inc, Passerelle Advisors, LLC, The Leaders Group, Inc and Capitas Global. Pou holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Insight Securities, Inc is an advisory business that has its headquarters in Highland Park, IL. It has offices in five locations and a total of 24 people on staff. It handles $163 million in assets under management among its 222 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 222 customer accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely depend on which services are provided. However, fees billed by Insight Securities, Inc likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Insight Securities, Inc Brokerage Details
$162,911,061
24
222
$733,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Fernando Pou Work History
Fernando has been registered as a financial advisor for 6 years.*
The Leaders Group, Inc
Capitas Global
Inisght Securities Inc
Inisght Securities Inc
Efg Asset Management Corp
Efg Capital Advisors Inc
Insight Securities Inc
Not Registered
Passerelle Advisors, LLC
Efg Capital International Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Fernando Pou to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Insight Securities, Inc
Highland Park, IL
Highland Park, IL
Brooklyn, NY
Highland Park, IL
Miami, FL
Miami, FL
El Paso, TX
Highland Park, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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