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MP

Mario Porras

INTERNATIONAL ASSETS ADVISORY
El Paso, TX 79912
Some features on this profile are disabled
CRD#: 1804267
MP

Professional summary

Mario Porras is a registered financial professional currently at INTERNATIONAL ASSETS ADVISORY, LLC located in El Paso, Texas.

Mario is registered as a RR (Registered Representative) and started their career in finance in 1988. Mario has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mario Porras's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 12, 2018 - Present

INTERNATIONAL ASSETS ADVISORY, LLC

Office #1: 4855 North Mesa #114, El Paso, TX 79912
RIA
BD
CRD#: 10645
El Paso, TX
Past

October 3, 2016 - September 14, 2018

CETERA ADVISORS LLC

BD
CRD#: 10299
EL PASO, TX
Past

April 19, 2011 - October 3, 2016

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
EL PASO, TX
Past

September 4, 2009 - April 21, 2011

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
EL PASO, TX
Past

June 13, 2003 - September 4, 2009

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
EL PASO, TX
Past

November 1, 2001 - May 30, 2003

IMS SECURITIES, INC.

BD
CRD#: 35567
HOUSTON, TX
Past

September 13, 1991 - August 31, 2001

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

November 7, 1988 - August 5, 1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

November 7, 1988 - August 5, 1991

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

March 30, 1988 - October 6, 1988

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INTERNATIONAL ASSETS ADVISORY, LLC
INTERNATIONAL ASSETS ADVISORY CORPORATION | JANSEN WEALTH MANAGEMENT, LLC | INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645 / SEC#: 801-119029, 8-27736

RIA
Registered Investment Advisory firm - SEC (7/21/2020 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(7/14/2022)
RR
California
(9/12/2018)
RR
New Mexico
(9/29/2022)
RR
Texas
(9/14/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 3/29/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/14/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 4/5/1993
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/29/1988
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/3/2000
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IA
INTERNATIONAL ASSETS ADVISORY, LLC
INTERNATIONAL ASSETS ADVISORY CORPORATION | JANSEN WEALTH MANAGEMENT, LLC | INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645 / SEC#: 801-119029, 8-27736

RIA
Registered Investment Advisory firm - SEC (7/21/2020 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
111 North Orange Avenue Suite 1000, Orlando, FL 32801
Mailing Address
111 North Orange Avenue Suite 1000, Orlando, FL 32801
Phone number
(407) 254-1500
Established
Florida since 07/26/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

IAA FORM ADV PART 2A 1.30.2025 (1/31/2025)

Direct owners and executive officers

NamePositionCRD#
PECUNIA MANAGEMENT, LLCOWNER
COFRANCESCO, EDWARD RICHARDCEO2305035
LAMPMAN, MATTHEW EDWARDPRESIDENT/CHIEF OPERATING OFFICER6132493
MOORE, ANN KATHERINECHIEF BUSINESS DEVELOPMENT OFFICER5535928
NICHOLSON, MYRA PEARLECHIEF LEGAL OFFICER, CHIEF RISK OFFICER2740029
WEINBERGER, DAVID SREGISTERED OPTIONS PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF REGULATORY OFFICER2676116
WEISS, RICHARD JAYCHIEF COMPLIANCE OFFICER, CHIEF AML CCO2523174

Disclosures

Regulatory Event8
Arbitration2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645El Paso, TX 79912

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