Portfolio Medics, LLC

Portfolio Medics, LLC (CRD# 145958) is a financial advisory firm headquartered in Bonita Springs, FL. They manage $58,452,186 in 658 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    658
    ACCOUNTS
  • Average Account Value
    $88,833
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
  • Pension consulting services
  • 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 15 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 S. Neff
CRD#: 1440680
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL 34134
96
Wealthminder
score

John Neff (CRD# 1440680) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 32 years of experience in the finance industry. John Neff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John M. Billy
CRD#: 2714279
Westerville, OH
93
Wealthminder
score

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

4
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.

5
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.

6
Gerald Griffith
CRD#: 5659884
Sugar Grove, OH
93
Wealthminder
score

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

7
Nicole H. Luechtefeld
CRD#: 5527166
Owensboro, KY
93
Wealthminder
score

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

8
Sally A. Mirabella
CRD#: 5615591
The Woodlands, TX
93
Wealthminder
score

Sally Mirabella (CRD# 5615591) is an Investment Advisor Representative working at Portfolio Medics, LLC in The Woodlands, TX and has over 9 years of experience in the finance industry.

9
Neal Skiles
CRD#: 5510772
Heath, OH
93
Wealthminder
score

Neal Skiles (CRD# 5510772) is an Investment Advisor Representative working at Portfolio Medics, LLC in Heath, OH and has over 10 years of experience in the finance industry.

10
Stephen C. Smith
CRD#: 2651201
3128 Hudson Crossing, Building G Ste 4, Mckinney, TX 75070
93
Wealthminder
score

Stephen Smith (CRD# 2651201) is an Investment Advisor Representative working at Portfolio Medics, LLC in Mckinney, TX and has over 22 years of experience in the finance industry.

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