Patrick
Holmes
Portfolio Medics, LLC
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About this Advisor
Patrick Holmes is a financial advisor based in Davidson, North Carolina, working with Portfolio Medics, LLC. Patrick has previously held positions at Park Avenue Securities, State Employees Credit Union, Papa Johns Usa Inc, Darden Restaurants, Consolidated Guardian Life Insurance Company, Portfolio Medics, LLC, Seven Two Insurance, Wallace Framing, Ups, C Rice And Associates, Kaizen Foundation, and Seven Two Advisors. Patrick has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Patrick is part of Portfolio Medics, LLC, which operates out of Davidson, North Carolina. 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
Patrick Holmes Work History
Kaizen Foundation
Seven Two Advisors
Portfolio Medics, LLC
Seven Two Insurance
Wallace Framing
C Rice And Associates
Park Avenue Securities
Ups
Papa Johns Usa Inc
Consolidated Guardian Life Insurance Company
Darden Restaurants
State Employees Credit Union
Disclosures
Please visit the SEC profile of Patrick Holmes 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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