John
Cummins
Portfolio Design Services, LLC
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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
Services Offered
Fee Structure
Office Location
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Portfolio Design Services, LLC Brokerage Details
$122,066,350
5
439
$278,055
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
Portfolio Design Services
Legacy Planning Associates, LLC
Legacy Planning Centre, Inc
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
River Falls, WI
River Falls, WI
River Falls, WI
Orlando, FL
River Falls, WI
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