Neal Skiles (CRD# 5510772) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 16 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gleaner Life Insurance Society | Heath, OH | Jan 2012 - Current | 12 |
| Jaser LLC | Heath, OH | Feb 2010 - Current | 14 |
| Portfolio Medics, LLC | Worthington, OH | Feb 2008 - Current | 16 |
| Heath Christian Union Church | Heath, OH | Jan 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2008 |
- OH
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Total Assets Under Management500MILLIONS
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Total Number of Accounts2,499ACCOUNTS
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Average Account Value$199,924
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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