Justin
Mcguffey
Portfolio Medics, LLC
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About this Advisor
Justin Mcguffey is a financial advisor who works out of Bonita Springs, Florida, who has 4 years of industry experience. Mcguffey is an advisor for Portfolio Medics, LLC. Mcguffey has gained experience at Ifs Financial Services, Touchstone Securities, Horter Investment Management, Horter Financial Strategies, Zillow Group and Portfolio Medics. Mcguffey has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Kentucky and Ohio. Portfolio Medics, LLC is an advisory business operating out of Bonita Springs, FL. The firm has offices in eight locations and a total of 75 advisors. It administers $383 million in assets under management across its 2,167 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 2,167 customer accounts, just 1% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually are based on which service is offered. However, fees charged by Portfolio Medics, LLC can consist of some combination 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
Justin Mcguffey Work History
Justin has been registered as a financial advisor for 4 years.*
Portfolio Medics
Horter Investment Management
Horter Financial Strategies
Zillow Group
Ifs Financial Services
Touchstone Securities
*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 Justin Mcguffey 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
Hamilton, NJ
Aldie, VA
Springfield, MA
Claremont, FL
Hopkins, MN
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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