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Michael Kent Petticord

Portfolio Medics, LLC

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About Michael Kent Petticord

Michael Petticord is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Portfolio Medics, LLC in Winston-Salem, North Carolina. Michael previously worked at PLANMEMBER SECURITIES CORPORATION and WMA SECURITIES, INC. among others. Michael holds the Series 63, 65 and 6 licenses. Michael specializes in working with high-net-worth individuals and individuals other than high-net-worth individuals. Michael offers financial planning, pension consulting and selection of other advisers.

Firm Information

Michael Petticord 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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Michael Petticord’s Registration & Firm History

NC

05/03/2021 - Present

Portfolio Medics, LLC (Winston-Salem NC)

NC

06/13/2008 - 12/31/2010

PLANMEMBER SECURITIES CORPORATION (WINSTON SALEM NC)

GA

05/06/1994 - 12/31/1998

WMA SECURITIES, INC. (DULUTH GA)

GA

09/12/1983 - 12/31/1988

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 09/30/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Kent Petticord.
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