David
Wagner

Portfolio Medics, LLC

CRD#1681562
Investment Advisor
in Claremont, FL

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About this Advisor

David Wagner is a financial advisor working in Claremont, Florida with a total of 1 year of industry experience. Wagner works at Portfolio Medics, LLC. During their career, the advisor has held roles at Ridgeway & Conger, Inc, Ridgeway Conger Advisory Services Inc, Active Investment Management, LLC and Portfolio Medics. Wagner holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida and Illinois. Portfolio Medics, LLC is an advisory company that has its headquarters in Bonita Springs, FL. The investment advisory business has offices in eight locations and a total of 75 people on staff. It has $383 million in total assets across its 2,167 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 2,167 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees largely depend on which services the firm provides the client. However, fee types billed by Portfolio Medics, LLC 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

Claremont, FL

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Portfolio Medics, LLC Brokerage Details

Total Assets Under Management

$383,038,089

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

75

FL Average: 62
Total Number of Accounts

2,167

FL Average: 2,474
Average Account Size

$176,760

FL Average: $750,025

Investment Advisory Services

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

David Wagner Work History

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

2022 - Present (2 years)

Portfolio Medics

2016 - Present (8 years)

Active Investment Management, LLC

2012 - 2016 (4 years)

Ridgeway & Conger, Inc

2012 - 2016 (4 years)

Ridgeway Conger Advisory Services 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 David Wagner 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

Cory Semel
Reno, NV
Robert Cagle
White Pine, TN
Min Kiang
Bonita Springs, FL
Reed Mells
Bonita Springs, FL
Joseph Pasquinelli
Sacramento, CA
Richard Munchel
Aldie, VA
Michael Brown
Leesburg, VA
Jeffrey Tamas
Port Charlotte, 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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