Unclaimed Profile

John Michael Billy

PORTFOLIO MEDICS, LLC·BONITA SPRINGS, Florida

Series 6, Series 7, Series 63, Series 65Clean record24 years registeredPORTFOLIO MEDICS, LLC

27499 RIVERVIEW CENTER BLVD, BONITA SPRINGS, FL 34134CRD# 2714279Firm CRD# 145958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Michael Billy · BONITA SPRINGS, FL

Registration

CRD #2714279 · PORTFOLIO MEDICS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

PORTFOLIO MEDICS, LLC

Feb 2008 – present

SENIORS ADVOCACY ALLIANCE INC.

Mar 2006 – Nov 2008

WESTERVILLE, OH

PROACTIVE FINANCIAL SOLUTIONS, LLC

Mar 2002 – Feb 2010

WESTERVILLE, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · March 28, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PORTFOLIO MEDICS, LLC

CRD 145958 · SEC 801-113846

AUM

$500M

Regulatory assets under management

Employees

2,499 client accounts

Services offered by PORTFOLIO MEDICS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PORTFOLIO MEDICS, LLC →

Introduction

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Frequently Asked Questions

What services does John Michael Billy offer?

John Michael Billy specializes in Financial Planning, Investment Management. Contact their office in BONITA SPRINGS, Florida for a consultation.

What are John Michael Billy's credentials?

John Michael Billy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Michael Billy located?

John Michael Billy is based in BONITA SPRINGS, Florida, working with PORTFOLIO MEDICS, LLC. Their office serves clients in the BONITA SPRINGS metropolitan area and surrounding communities.

How does John Michael Billy charge for services?

John Michael Billy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTFOLIO MEDICS, LLC?

PORTFOLIO MEDICS, LLC has approximately 75 employees and manages $500M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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