Steven
Gibson

Portfolio Medics, LLC

CRD#5790444
Investment Advisor
in Lakewood, CO

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About this Advisor

Steven Gibson is a financial advisor operating out of Lakewood, Colorado with 1 year of industry experience. Gibson is currently employed by Portfolio Medics, LLC. Gibson has gained experience at Jackson National Life Distributors LLC, Aegis Financial, Gibson Capital Management and Portfolio Medics. Gibson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona, California, Colorado, Louisiana, Nevada and Utah. Portfolio Medics, LLC is a financial advisory firm operating out of Bonita Springs, FL. It has offices in eight locations and a total of 75 financial advisors. It administers $383 million in assets between its 2,167 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 2,167 customer accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets. Portfolio Medics, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically vary depending on the type of services offered. However, fees billed by Portfolio Medics, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Lakewood, CO

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Portfolio Medics, LLC Brokerage Details

Total Assets Under Management

$383,038,089

CO Average: $1,855,561,029
Total Number of Employees

75

CO Average: 62
Total Number of Accounts

2,167

CO Average: 2,474
Average Account Size

$176,760

CO Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Steven Gibson Work History

Steven has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Portfolio Medics

2021 - Present (3 years)

Gibson Capital Management

2014 - Present (10 years)

Aegis Financial

2012 - 2014 (2 years)

Jackson National Life Distributors LLC

*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 Steven 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

Robert Cagle
White Pine, TN
Min Kiang
Bonita Springs, FL
Cory Semel
Reno, NV
Jeffrey Leone
Springfield, MA
Enri Santee
Chula Vista, CA
Michael Brown
Leesburg, VA
Henry Angelucci
Hamilton, NJ
Paul Tarins
Winter Park, FL

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.

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