Stephen
Evans
Portfolio Medics, LLC
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About this Advisor
Stephen Evans is a financial advisor working in Dothan, Alabama with 1 year of relevant experience. Evans is currently employed by Portfolio Medics, LLC. The advisor has gained experience at Financial Telesis, Inc, Nfp Retirement, Nfp Advisor Services, Janney Montgomery Scott LLC, Avondale Partners and Portfolio Medics. Evans maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Alabama and Louisiana. Portfolio Medics, LLC is a business based out of Bonita Springs, FL. The investment advisory business has offices in eight locations and a total of 75 employees. It manages $383 million in assets under management among its 2,167 accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 2,167 client accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets. Portfolio Medics, LLC offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees usually vary depending on which services are offered. Fees billed by Portfolio Medics, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Portfolio Medics, LLC Brokerage Details
$383,038,089
75
2,167
$176,760
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Stephen Evans Work History
Stephen has been registered as a financial advisor for 1 years.*
Portfolio Medics
Janney Montgomery Scott LLC
Avondale Partners
Nfp Advisor Services
Nfp Retirement
Financial Telesis, Inc
*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 Stephen Evans 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 Portfolio Medics, LLC
Bonita Springs, FL
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Sacramento, CA
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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
