Galo
Juca
Portfolio Medics, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Galo Juca is a financial advisor based out of Montclair, New Jersey. Juca is currently employed by Portfolio Medics, LLC. The advisor has gained experience at Sleepys, Primerica/National Benefit Life, New York Life Insurance Company, Td Bank, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Copper Financial Network LLC, United Nations Federal Credit Union, Portfolio Medics, Equis Finanical, Pegasus Venture Group and Mioym Equities. Juca has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Portfolio Medics, LLC is a financial advisory business operating out of Bonita Springs, FL. The firm has offices in eight locations and a total of 75 advisors. It manages $383 million in assets under management between its 2,167 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,167 accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Portfolio Medics, LLC has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely depend on which services are offered. Fee types billed by Portfolio Medics, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Galo Juca Work History
Galo has been registered as a financial advisor for 0 years.*
Portfolio Medics
Mioym Equities
Equis Finanical
Pegasus Venture Group
Copper Financial Network LLC
United Nations Federal Credit Union
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Td Bank
New York Life Insurance Company
Primerica/National Benefit Life
Sleepys
*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 Galo Juca 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
Bonita Springs, FL
White Pine, TN
Reno, NV
Claremont, FL
Chula Vista, CA
Bonita Springs, FL
Hamilton, NJ
Winter Park, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
