John
Cummins

Portfolio Design Services, LLC

CRD#58659
Investment Advisor
in Orlando, FL

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About this Advisor

John Cummins is a financial advisor based in Orlando, Florida, working with Portfolio Design Services, LLC. John has previously held positions at Portfolio Design Services, Legacy Planning Centre, Inc, and Legacy Planning Associates, LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, John is part of Portfolio Design Services, LLC, which operates out of Orlando, Florida. The firm has 1 office and 5 employees. The firm manages assets totaling $122.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Portfolio Design Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Orlando, FL

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Portfolio Design Services, LLC Brokerage Details

Total Assets Under Management

$122,066,350

FL Average: $2,826,565,184
Total Number of Employees

5

FL Average: 43
Total Number of Accounts

439

FL Average: 1,898
Average Account Size

$278,055

FL Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

John Cummins Work History

2010 - Present (14 years)

Portfolio Design Services

2004 - Present (20 years)

Legacy Planning Associates, LLC

1999 - Present (25 years)

Legacy Planning Centre, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Cummins 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 Design Services, LLC

Angela Tille
River Falls, WI
Bradley Olson
River Falls, WI
Bruce Swanson
River Falls, WI
John Cummins
Orlando, FL
Tonya Swinnea
River Falls, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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