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Financial ADVSR advisor directory · SEC adviser records

Portfolio Medics, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Portfolio Medics, LLC office in California, by city and A to Z.

The short answer

8 registered advisors work at Portfolio Medics, LLC in California, out of 79 nationwide; it's the firm's number 2 state by advisors, and the most are in Los Angeles (2). 1 list the CFP designation and 0 are also registered broker representatives.

Portfolio Medics, LLC advisors by city in California

Every firm in California →

Los Angeles 2Carlsbad 1Folsom 1Lincoln 1San Diego 1Victorville 1

Portfolio Medics, LLC advisors in California, A to Z

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Portfolio Medics, LLC advisors in every state →Portfolio Medics, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Portfolio Medics, LLC in other states

Florida 46Pennsylvania 5Texas 4North Carolina 3

Questions

How many Portfolio Medics, LLC financial advisors are in California?

8 investment adviser representatives are registered at Portfolio Medics, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 79 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Portfolio Medics, LLC have the most advisors?

Los Angeles, with 2, then Carlsbad (1). Portfolio Medics, LLC has advisors in 6 cities in California.

How do I check a Portfolio Medics, LLC advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Portfolio Medics, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.