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Darryl Robert Bull

Portfolio Medics, LLC

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About Darryl Robert Bull

Darryl Robert Bull is a Registered Investment Advisor Representative. Darryl is currently employed by Portfolio Medics, LLC, where Darryl works as an independent contractor. Darryl has been in the financial services industry for over 30 years.

Firm Information

Darryl Bull is currently registered with Portfolio Medics, LLC. Portfolio Medics, LLC is an investment advisor based in Bonita Springs, Florida. They offer financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm has 75 investment advisory representatives and manages approximately $499.6 million in assets for 2,499 clients.
Portfolio Medics, LLC

27499 RIVERVIEW CENTER BLVD

BONITA SPRINGS, FL 34134

$499.61M

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Darryl Bull’s Registration & Firm History

PA

06/14/2022 - Present

Portfolio Medics, LLC (Morgantown PA)

PA

09/23/2014 - 12/03/2020

ALLSTATE FINANCIAL SERVICES, LLC (Bangor PA)

SD

10/17/2012 - 12/31/2012

VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)

PA

10/06/2008 - 08/26/2010

CCO INVESTMENT SERVICES CORP. (READING PA)

PA

08/17/2006 - 09/25/2008

ALLSTATE FINANCIAL SERVICES, LLC (PAKERFORD PA)

PA

01/05/2004 - 08/17/2006

THE O.N. EQUITY SALES COMPANY (DOWNINGTON PA)

IA

11/11/1993 - 01/12/2004

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

GA

06/03/1992 - 11/16/1993

FSC SECURITIES CORPORATION (ATLANTA GA)

OH

01/21/1986 - 06/03/1992

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

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Licenses & Designations

IA

Issued 03/19/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Darryl Robert Bull. Review regulatory record here.
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