Portfolio Medics, LLC

Portfolio Medics, LLC (CRD# 145958) is a financial advisory firm headquartered in Bonita Springs, FL. They manage $56,156,416 in 675 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    675
    ACCOUNTS
  • Average Account Value
    $83,195
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
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, FL, GA, KY, NC, OH, OR, SC, TN, TX

Financial Advisors at Portfolio Medics, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Mark Courtemanche, CLU, ChFC
CRD#: 2651246
1140 Kildaire Farm Road, Suite 108-15, Cary, NC 27511
103
Wealthminder
score

Welcome to Pinnacle Retirement Solutions - we are retirement planning and insurance professionals located in Cary, NC and serve the greater Triangle area. We are dedicated to helping you achieve your retirement goals and offer the following services: Retirement Income Planning, Insurance Services, Estate Planning, and IRA Distribution Planning.

Mark Courtemanche, President of Pinnacle Retirement Solutions, is a 2nd generation advisor with over 25 years of experience spanning insurance, brokerage and retirement planning. He holds a BS Degree in Finance from Bryant University in Rhode Island where he also played baseball. Mr. Courtemanche earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College and also holds the Life Underwriter Training Council Fellow (LUTCF) designation.  Mr. Courtemanche has also earned the National Social Security    Advisor  (NSSA) certification from the National Social Security Association, LLC.

 

Mark Courtemanche (CRD# 2651246) is an Investment Advisor Representative working at Portfolio Medics, LLC in Cary, NC and has over 25 years of experience in the finance industry.

2
John M. Billy
CRD#: 2714279
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL 34134
93
Wealthminder
score

John Billy (CRD# 2714279) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 13 years of experience in the finance industry.

3
John C. Conrath
CRD#: 4686217
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL 34134
93
Wealthminder
score

John Conrath (CRD# 4686217) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 11 years of experience in the finance industry.

4
Mark D. Fenton
CRD#: 4998439
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL 34134
93
Wealthminder
score

Mark Fenton (CRD# 4998439) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 12 years of experience in the finance industry.

5
Gerald Griffith
CRD#: 5659884
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL 34134
93
Wealthminder
score

Gerald Griffith (CRD# 5659884) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 8 years of experience in the finance industry.

6
Nicole L. Hawkins
CRD#: 5527166
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL 34134
93
Wealthminder
score

Nicole Hawkins (CRD# 5527166) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 9 years of experience in the finance industry.

7
Sally A. Mirabella
CRD#: 5615591
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL 34134
93
Wealthminder
score

Sally Mirabella (CRD# 5615591) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 8 years of experience in the finance industry.

8
John E. Mosier
CRD#: 5739615
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL 34134
93
Wealthminder
score

John Mosier (CRD# 5739615) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 7 years of experience in the finance industry.

9
Neal Skiles
CRD#: 5510772
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL 34134
93
Wealthminder
score

Neal Skiles (CRD# 5510772) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 9 years of experience in the finance industry.

10
Paul M. Tarins
CRD#: 3050063
941 West Morse Boulevard, Suite 100, Winter Park, FL 32789
93
Wealthminder
score

Paul Tarins (CRD# 3050063) is an Investment Advisor Representative working at Portfolio Medics, LLC in Winter Park, FL and has over 19 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.