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Richard Perez

Portfolio Medics, LLC

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About Richard Perez

Richard Perez is a registered investment advisor representative with Portfolio Medics, LLC, based in Miami, Florida. Richard has been in the industry since 2018 and has experience with AXA Advisors, LLC and LPL Financial LLC. Richard is also the business owner of Cousin Richie Enterprises, LLC, which is an online sales and writing tutor business. Richard holds the Series 66, Series 7 and SIE licenses and has specialized expertise in financial planning, pension consulting, and selection of other advisors. Richard has been a registered investment advisor representative for over 4 years. Richard provides investment advice to individuals and corporations.

Firm Information

Richard Perez 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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Richard Perez’s Registration & Firm History

FL

12/08/2020 - Present

Portfolio Medics, LLC (Miami FL)

FL

07/24/2020 - 11/19/2020

LPL FINANCIAL LLC (MIAMI FL)

FL

11/29/2018 - 01/08/2020

AXA ADVISORS, LLC (MIAMI FL)

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Licenses & Designations

BOTH

Issued 08/22/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Perez.
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