Michael
Petticord
Portfolio Medics, LLC
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About this Advisor
Michael Petticord is a financial advisor who works out of Winston Salem, North Carolina with 2 years of relevant experience. Petticord is on the advisory team at Portfolio Medics, LLC. During their career, the advisor has held roles at Usa Wealth Management, Global Financial Private Capital, Horter Investment Management and Alphastar Capital Management, LLC. Petticord maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Portfolio Medics, LLC is a financial advisory company operating out of Bonita Springs, FL. It has offices in eight locations and a total of 75 people on staff. It handles $383 million in assets among its 2,167 client accounts, placing it among the larger firms in the United States by assets under management. Of its 2,167 accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Portfolio Medics, LLC has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on the type of services offered. However, fees billed by Portfolio Medics, LLC most likely include 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
Michael Petticord Work History
Michael has been registered as a financial advisor for 2 years.*
Alphastar Capital Management, LLC
Usa Wealth Management
Horter Investment Management
Global Financial Private Capital
*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 Michael Petticord 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
White Pine, TN
Bonita Springs, FL
Reno, NV
Hamilton, NJ
Springfield, MA
Lakewood, CO
Aldie, VA
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.
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