Curtis
Hill
Portfolio Medics, LLC
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About this Advisor
Curtis Hill is a certified financial planner based out of Los Angeles, California with a total of 4 years of industry experience. Hill is an advisor for Portfolio Medics, LLC. During their career, Hill has held roles at Crowell, Weedon & Co, Crowell Weedon & Co, D.A. Davidson & Co, Cetera Advisors, Portfolio Medics, LLC, Securities America Inc and Securities America Advisors. Hill maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and can advise clients in California, Florida, North Carolina, South Carolina, Texas and Washington. Portfolio Medics, LLC is a financial advisory business based in Bonita Springs, FL. The company has offices in eight locations and a total of 75 people on staff. It administers $383 million in assets between its 2,167 client accounts, placing it among the larger firms in the United States by assets under management. Of its 2,167 customer accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets available to invest. Portfolio Medics, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees vary depending on which services the firm provides the client. Fees charged by Portfolio Medics, LLC can include 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
Curtis Hill Work History
Curtis has been registered as a financial advisor for 4 years.*
Portfolio Medics, LLC
Securities America Inc
Securities America Advisors
Crowell Weedon & Co
D.A. Davidson & Co
Cetera Advisors
Crowell, Weedon & Co
*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 Curtis Hill 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
White Pine, TN
Reno, NV
Bonita Springs, FL
Sacramento, CA
Aldie, VA
Fernandina Beach, FL
Lakewood, CO
Leesburg, VA
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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