Harminder
Dhaliwal
Portfolio Medics, LLC
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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
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
Harminder Dhaliwal Work History
Portfolio Medics
Pellego
Westwind Commercial Lending
Westwind Mortgage Lending
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Jp Morgan Securities LLC
Jpmorgan Chase Bank
Synergetic Finance
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
Canonsburg, PA
Kent, WA
Bonita Springs, FL
White Pine, TN
Britt, MN
Winter Park, FL
Miami, FL
Bonita Springs, FL
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