Financial ADVSR advisor directory · SEC adviser records
Portfolio Medics, LLC financial advisors in Florida
Every SEC-registered investment adviser representative at a Portfolio Medics, LLC office in Florida, by city and A to Z.
46 registered advisors work at Portfolio Medics, LLC in Florida, out of 79 nationwide; it's the firm's number 1 state by advisors, and the most are in Bonita Springs (34). 2 list the CFP designation and 0 are also registered broker representatives.
Portfolio Medics, LLC advisors by city in Florida
Every firm in Florida →Bonita Springs 34Claremont 1Clermont 1Fernandina Beach 1Hollywood 1Jacksonville 1Miami 1Parrish 1Sarasota 1Singer Island 1Tampa 1Venice 1Winter Park 1
Portfolio Medics, LLC advisors in Florida, A to Z
Search by name →- Tillie AllisonBonita Springs
- Kevin BertonneauBonita Springs
- John M. Billy Jr.Bonita Springs
- Bryan BlacklidgeBonita Springs
- John A. BlacklidgeBonita Springs
- Darryl R. Bull Sr.Bonita Springs
- Kenneth L. ClarkBonita Springs
- Jason CollinsBonita Springs
- John C. ConrathBonita Springs
- Eric S. DudleyVenice
- Mark D. FentonBonita Springs
- Sisse S. Ferguson-TorokTampa
- Raymond J. FilorimoBonita Springs
- Patrick J. FortunatoBonita Springs
- Joe FreelandBonita Springs
- Herbert J. FriedmanSinger Island
- Rene J. GilletHollywood
- Gerald GriffithBonita Springs
- John M. HackneyBonita Springs
- Ivan HernandezBonita Springs
- Michael H. HuberBonita Springs
- Jeremy IslemanBonita Springs
- Martin D. JenkinsSarasota
- Keith R. LambBonita Springs
- Steven D. LandisBonita Springs · Certified Financial Planner
- Ty LavictoireJacksonville
- Jennifer Ann LyBonita Springs
- Gregory R. MarkusBonita Springs
- Brendon McDonnellBonita Springs
- Justin W. McGuffeyBonita Springs
- John S. NeffFernandina Beach · Certified Financial Planner, Chartered Financial Consultant
- James T. NewtonBonita Springs
- Fabian OhoreBonita Springs
- Joseph M. PasquinelliBonita Springs
- Richard PerezMiami
- Neal SkilesBonita Springs
- Trent V. SpeckmanBonita Springs · Chartered Financial Consultant
- Jason A. StuberParrish
- Paul M. TarinsWinter Park
- Rowdee J. TaylorBonita Springs
- David A. WagnerClaremont
- Maria C. WagnerClermont
- Zachary WagnerBonita Springs
- Brion T. WaltersBonita Springs · Chartered Financial Consultant
- John R. WebsterBonita Springs
- John B. WinterowdBonita Springs
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
Questions
How many Portfolio Medics, LLC financial advisors are in Florida?
46 investment adviser representatives are registered at Portfolio Medics, LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 79 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Florida does Portfolio Medics, LLC have the most advisors?
Bonita Springs, with 34, then Claremont (1). Portfolio Medics, LLC has advisors in 13 cities in Florida.
How do I check a Portfolio Medics, LLC advisor in Florida?
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.