Robert
Cagle

Portfolio Medics, LLC

CRD#6792758
Investment Advisor
in White Pine, TN

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About this Advisor

Robert Cagle is a financial advisor who works in White Pine, Tennessee with 2 years of relevant experience. Cagle works at Portfolio Medics, LLC. Throughout their career, they have worked at Edward Jones, Fort Mill Ford, Tindol Ford, Four Seasons Ford and Portfolio Medics, LLC. Cagle maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Florida, North Carolina, South Carolina and Texas. Portfolio Medics, LLC is a registered investment business operating out of Bonita Springs, FL. It has offices in eight locations and a total of 75 financial advisors. It administers $383 million in assets between its 2,167 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,167 customer accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically depend on which services the firm provides the client. However, fees billed by Portfolio Medics, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

White Pine, TN

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Portfolio Medics, LLC Brokerage Details

Total Assets Under Management

$383,038,089

TN Average: $1,855,561,029
Total Number of Employees

75

TN Average: 62
Total Number of Accounts

2,167

TN Average: 2,474
Average Account Size

$176,760

TN Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Robert Cagle Work History

Robert has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Portfolio Medics, LLC

2017 - Present (7 years)

Edward Jones

2015 - 2017 (2 years)

Fort Mill Ford

2014 - 2015 (1 year)

Tindol Ford

2013 - 2013 (< 1 year)

Four Seasons Ford

*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 Cagle 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

Min Kiang
Bonita Springs, FL
Cory Semel
Reno, NV
Robert Cagle
White Pine, TN
Joseph Pasquinelli
Sacramento, CA
Nicholas Macdonald
Hopkins, MN
Michael Brown
Leesburg, VA
Eric Dudley
Venice, FL
Steven Gibson
Lakewood, CO

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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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.

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