Jorge
Diaz-Druet
Portfolio Medics, LLC
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About this Advisor
Jorge Diaz-Druet is a financial advisor based in Oklahoma City, Oklahoma, working with Portfolio Medics, LLC. Jorge has previously held positions at Nylife Securities LLC, New York Life Insurance Co, Installations Technician, The Prudential Insurance Co. Of America, Pruco Securities, LLC, Polston Tax, Calloway Tax Advisors, Massmutual Life Insurance Company, Mml Investors Services, LLC, Calloway Wealth Advisors, and Portfolio Medics, LLC. Jorge has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Jorge is part of Portfolio Medics, LLC, which operates out of Oklahoma City, Oklahoma. 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
Jorge Diaz-Druet Work History
Portfolio Medics, LLC
Calloway Tax Advisors
Calloway Wealth Advisors
Massmutual Life Insurance Company
Mml Investors Services, LLC
Polston Tax
The Prudential Insurance Co. Of America
Pruco Securities, LLC
Nylife Securities LLC
New York Life Insurance Co
Installations Technician
Disclosures
Please visit the SEC profile of Jorge Diaz-Druet 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
Britt, MN
White Pine, TN
Canonsburg, PA
Kent, WA
Los Angeles, CA
Chicago, IL
Reno, NV
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