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John Michael Billy

Portfolio Medics, LLC

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About John Michael Billy

John Michael Billy is a registered Investment Advisor Representative with Portfolio Medics, LLC in Bonita Springs, Florida. John is licensed to provide investment advice in several states, including California, Georgia, North Carolina, Ohio, Tennessee, and Texas. John has over 20 years of experience in the financial services industry, including experience in insurance sales and benefits consulting. John has a Series 6, 7, 63, and 65. The O.N. Equity Sales Company and Advanced Planning Securities, Inc. are previous employers of John Michael Billy.

Firm Information

John Billy 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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John Billy’s Registration & Firm History

FL

03/29/2010 - Present

Portfolio Medics, LLC (BONITA SPRINGS FL)

NY

08/17/2007 - 12/31/2008

ADVANCED PLANNING SECURITIES, INC. (SMITHTOWN NY)

OH

02/29/1996 - 08/17/2007

THE O.N. EQUITY SALES COMPANY (WESTERVILLE OH)

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Licenses & Designations

IA

Issued 12/29/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/16/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/28/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Michael Billy.
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