Robert
Aborn
Portfolio Medics, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Robert Aborn is a financial advisor working in Steubenville, Ohio with a total of 1 year of relevant experience. Aborn is currently employed by Portfolio Medics, LLC. Their career trajectory has included roles at Edward Jones, Franciscan University Of Steubenville, Katmai Government Services, Vitae Foundation and Portfolio Medics. Aborn holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Ohio, Pennsylvania, Texas and West Virginia. Portfolio Medics, LLC is a registered investment business that has its headquarters in Bonita Springs, FL. The firm has offices in eight locations and a total of 75 people on staff. It handles $383 million in assets under management across its 2,167 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 2,167 customer accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules largely are based on the financial services offered. Fee types billed by Portfolio Medics, LLC likely 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
Robert Aborn Work History
Robert has been registered as a financial advisor for 1 years.*
Portfolio Medics
Edward Jones
Franciscan University Of Steubenville
Katmai Government Services
Vitae Foundation
Franciscan University Of Steubenville
*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 Robert Aborn 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
Reno, NV
Bonita Springs, FL
Hopkins, MN
Claremont, FL
Fernandina Beach, FL
Winter Park, FL
Venice, 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.
