Wayne
Ebanks
Portfolio Medics, LLC
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About this Advisor
Wayne Ebanks is a financial advisor based in Royal Palm Beach, Florida, working with Portfolio Medics, LLC. Wayne has previously held positions at Portfolio Medics, Family First, Global Revenue Inc, Phh Mortgage, Fidelity Mortgage, Off Lease Only, Hendrickson Toyota, and Cash Loan Services. Wayne has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Wayne is part of Portfolio Medics, LLC, which operates out of Royal Palm Beach, Florida. The firm has 8 offices and 75 employees. The firm manages assets totaling $499.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Portfolio Medics, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portfolio Medics, LLC Brokerage Details
$499,609,065
75
2,499
$199,924
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Wayne Ebanks Work History
Portfolio Medics
Family First
Global Revenue Inc
Phh Mortgage
Fidelity Mortgage
Off Lease Only
Hendrickson Toyota
Cash Loan Services
Disclosures
Please visit the SEC profile of Wayne Ebanks 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
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Bonita Springs, FL
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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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