Abel
Molina
Portfolio Medics, LLC
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About this Advisor
Abel Molina is a financial advisor working in Miami, Florida who has 2 years of industry experience. Molina is an advisor for Portfolio Medics, LLC. Over the course of their career, Molina has held roles at Axa Advisors, LLC, Banesco Usa, Wells Fargo, Na, Lpl Financial LLC and Portfolio Medics. Molina holds a Series 65 license, designating them as an investment advisor representative, and is registered to work in Florida. 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 people on staff. It has $383 million in total assets among its 2,167 accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 2,167 customer accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets. Portfolio Medics, LLC offers a broad array 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 fee schedules usually vary depending on which services the firm provides the client. Fee types charged by Portfolio Medics, LLC can include some blend 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
Abel Molina Work History
Abel has been registered as a financial advisor for 2 years.*
Portfolio Medics
Lpl Financial LLC
Axa Advisors, LLC
Banesco Usa
Wells Fargo, Na
*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 Abel Molina 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
Reno, NV
White Pine, TN
Bonita Springs, FL
Chula Vista, CA
Lakewood, CO
Venice, FL
Aldie, VA
Fernandina Beach, 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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