Robert Cagle (CRD# 6792758) is an Investment Advisor Representative working at Portfolio Medics, LLC in White Pine, TN and has over 6 years of experience in the finance industry.
CRD# 2951927
Lpl Financial LLC
CRD# 2994722
Wmg Financial Advisors, LLC
CRD# 2964230
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portfolio Medics, LLC | Bonita Springs, FL | Dec 2020 - Current | 3 |
| Edward Jones | Saint Louis, MO | May 2017 - Current | 6 |
| Fort Mill Ford | Fort Mill, SC | Apr 2015 - May 2017 | 2 |
| Tindol Ford | Gastonia, NC | Jan 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- FL
- NC
- SC
- TX
-
Total Assets Under Management500MILLIONS
-
Total Number of Accounts2,499ACCOUNTS
-
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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