Portfolio Design Services, LLC

Portfolio Design Services, LLC (CRD# 131506) is a financial advisory firm headquartered in Roanoke, VA. They manage $91,200,000 in 550 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $165,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, IL, VA, VI, WI

Financial Advisors at Portfolio Design Services, LLC
Showing 1 - 5 of 5 top financial advisors.
1
John M. Cummins
CRD#: 58659
Orlando, FL
96
Wealthminder
score

John Cummins (CRD# 58659) is an Investment Advisor Representative working at Portfolio Design Services, LLC in Orlando, FL and has over 18 years of experience in the finance industry.

2
Ty E. Boggs
CRD#: 2148703
Roanoke, VA
93
Wealthminder
score

Ty Boggs (CRD# 2148703) is an Investment Advisor Representative working at Portfolio Design Services, LLC in Roanoke, VA and has over 21 years of experience in the finance industry.

3
Bradley C. Olson
CRD#: 5342550
River Falls, WI
93
Wealthminder
score

Bradley Olson (CRD# 5342550) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 9 years of experience in the finance industry.

4
Tonya A. Swinnea
CRD#: 1137573
Law Office Of Nissman & Mcchain, 53a Company Street, Christiansted, VI 00820
93
Wealthminder
score

Tonya Swinnea (CRD# 1137573) is an Investment Advisor Representative working at Portfolio Design Services, LLC in Christiansted, VI and has over 26 years of experience in the finance industry.

5
Bruce D. Swanson
CRD#: 1113446
Roanoke, VA
83
Wealthminder
score

Bruce Swanson (CRD# 1113446) is an Investment Advisor Representative working at Portfolio Design Services, LLC in Roanoke, VA and has over 30 years of experience in the finance industry.

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