Wayne Ebanks (CRD# 6792542) is an Investment Advisor Representative working at Portfolio Medics, LLC in Royal Palm Beach, FL and has over 2 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portfolio Medics | Bonita Springs, FL | Sep 2022 - Current | 1 |
| Family First | Royal Palm Beach, FL | Jun 2022 - Current | 1 |
| Global Revenue Inc. | Royal Palm Beach, FL | Jun 2022 - Current | 1 |
| Phh Mortgage | Mount Laurel, NJ | Feb 2022 - May 2022 | < 1 |
| Fidelity Mortgage | Palm Beach Gardens, FL | Jun 2021 - Feb 2022 | < 1 |
| Off Lease Only | West Palm, FL | Mar 2019 - May 2021 | 2 |
| Hendrickson Toyota | Coconut Creek, FL | Mar 2017 - Feb 2019 | 1 |
| Cash Loan Services | Royal Palm Beach, FL | Feb 2011 - Feb 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- FL
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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)
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