Ignacio J. Sunderland Portilla
Professional summary
Ignacio Jose Sunderland Portilla, who also goes by Ignacio Jose Sunderland, Ignacio Sunderland, is a registered financial advisor currently at ALTERNA WEALTH MANAGEMENT, INC. located in Houston, Texas and ALTERNA SECURITIES, INC. located in San Antonio, Texas.
Ignacio is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Ignacio has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ignacio Jose Sunderland Portilla's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 26, 2021 - Present
ALTERNA WEALTH MANAGEMENT, INC.
Office #1: 2800 Post Oak Blvd Suite 6300, Houston, TX 77056February 1, 2021 - Present
ALTERNA SECURITIES, INC.
Office #1: 19134 Stone Oak Parkway Suite 200, San Antonio, TX 78258Primary Firm SEC Registration
ALTERNA WEALTH MANAGEMENT, INC.
CRD#: 146153 / SEC#: 801-71135
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/10/2021)
(1/25/2022)
(9/19/2023)
(2/11/2022)
(6/13/2022)
(11/13/2024)
(9/19/2023)
(10/9/2023)
(1/23/2024)
(2/7/2023)
(7/26/2021)
(7/26/2021)
Exams
Series 7TO
Date: 1/30/2021
General Securities Representative ExaminationFINRA
Current Firm
ALTERNA WEALTH MANAGEMENT, INC.
CRD#: 146153 / SEC#: 801-71135
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,285 |
| AUM (Assets Under Management) | $ 1,231,485,679 |
Red Flags
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