Martin
Hurlburt

Portfolio Medics, LLC

CRD#2290027
Investment Advisor
in Orem, UT

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About this Advisor

Martin Hurlburt is a financial advisor based in Orem, Utah who has 2 years of relevant experience. Hurlburt works at Portfolio Medics, LLC. Throughout their career, Hurlburt has worked at Cetera Advisor Networks LLC, T.M. Wealth Management, LLC, Purshe Kaplan Sterlings Investments, Portfolio Medics, LLC and Girard Securities, Inc. Hurlburt maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas and Utah. Portfolio Medics, LLC is a business based out of Bonita Springs, FL. The firm has offices in eight locations and a total of 75 employees. It controls $383 million in assets under management among its 2,167 accounts, placing it among the larger firms in the nation by assets under management. Of its 2,167 accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on which service is provided. However, fees charged by Portfolio Medics, LLC may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Orem, UT

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Portfolio Medics, LLC Brokerage Details

Total Assets Under Management

$383,038,089

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

75

UT Average: 62
Total Number of Accounts

2,167

UT Average: 2,474
Average Account Size

$176,760

UT Average: $750,025

Investment Advisory Services

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

Martin Hurlburt Work History

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

2021 - Present (3 years)

Portfolio Medics, LLC

2017 - 2017 (< 1 year)

Cetera Advisor Networks LLC

2017 - 2021 (4 years)

T.M. Wealth Management, LLC

2017 - 2022 (5 years)

Purshe Kaplan Sterlings Investments

2011 - 2017 (6 years)

Girard Securities, Inc

*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 Martin Hurlburt 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
Robert Cagle
White Pine, TN
Cory Semel
Reno, NV
Eric Dudley
Venice, FL
John Neff
Fernandina Beach, FL
Joseph Pasquinelli
Sacramento, CA
Reed Mells
Bonita Springs, FL
Jeffrey Leone
Springfield, MA

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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