Thomas
Mead
Portfolio Medics, LLC
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About this Advisor
Thomas Mead is a financial advisor based in Granbury, Texas, working with Portfolio Medics, LLC. Thomas has previously held positions at Massmutual Life Insurance Co, Mml Investors Services, LLC, Air Evac Ems, Inc, Rec Foundation, Portfolio Medics, LLC, Pecan Financial Services, and Pecan Plantation Ems. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Thomas is part of Portfolio Medics, LLC, which operates out of Granbury, Texas. 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
Thomas Mead Work History
Portfolio Medics, LLC
Pecan Financial Services
Pecan Plantation Ems
Massmutual Life Insurance Co
Mml Investors Services, LLC
Rec Foundation
Air Evac Ems, Inc
Disclosures
Please visit the SEC profile of Thomas Mead 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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