Harminder
Dhaliwal

Portfolio Medics, LLC

CRD#6570260
Investment Advisor
in Kent, WA

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About this Advisor

Harminder Dhaliwal is a financial advisor based in Kent, Washington, working with Portfolio Medics, LLC. Harminder has previously held positions at Jp Morgan Securities LLC, Jpmorgan Chase Bank, Synergetic Finance, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, University Of Washington, Portfolio Medics, Pellego, Westwind Commercial Lending, and Westwind Mortgage Lending. Harminder has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Harminder is part of Portfolio Medics, LLC, which operates out of Kent, Washington. 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

Series 66

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

Kent, WA

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Portfolio Medics, LLC Brokerage Details

Total Assets Under Management

$499,609,065

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

75

WA Average: 62
Total Number of Accounts

2,499

WA Average: 2,474
Average Account Size

$199,924

WA Average: $750,025

Investment Advisory Services

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

Harminder Dhaliwal Work History

2023 - Present (1 year)

Portfolio Medics

2023 - Present (1 year)

Pellego

2022 - Present (2 years)

Westwind Commercial Lending

2022 - Present (2 years)

Westwind Mortgage Lending

2016 - 2022 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2022 (6 years)

Bank Of America, N.A

2015 - 2015 (< 1 year)

Jp Morgan Securities LLC

2015 - 2015 (< 1 year)

Jpmorgan Chase Bank

2014 - 2015 (1 year)

Synergetic Finance

2014 - 2016 (2 years)

University Of Washington

Disclosures

Please visit the SEC profile of Harminder Dhaliwal 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

Adam Link
Britt, MN
Robert Cagle
White Pine, TN
Stephen Schwesinger
Canonsburg, PA
Michael Tran
Bonita Springs, FL
Jeffrey Tamas
Port Charlotte, FL
Cory Semel
Reno, NV
Curtis Hill
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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