Juliann
Gibson
Portfolio Medics, LLC
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About this Advisor
Juliann Gibson is a financial advisor operating in Folsom, California with 1 year of relevant experience. Gibson works at Portfolio Medics, LLC. They have spent their entire career at Portfolio Medics, Llc. Gibson maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in California, Colorado, Nevada, Texas and Utah. Portfolio Medics, LLC is a registered investment business based out of Bonita Springs, FL. The investment advisory business has offices in eight locations and a total of 75 employees. It has $383 million in assets under management across its 2,167 client 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 associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees typically are based on which services the firm provides the client. Fee types charged by Portfolio Medics, LLC likely are comprised 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
Juliann Gibson Work History
Juliann has been registered as a financial advisor for 1 years.*
Gibson Capital Management
*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 Juliann Gibson 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
Bonita Springs, FL
Sacramento, CA
Aldie, VA
Hamilton, NJ
Venice, FL
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