linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Dale Evans

Portfolio Medics, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen Dale Evans

Stephen Dale Evans is an Investment Advisor Representative at Portfolio Medics, LLC, a firm that has offices in Bonita Springs, Florida and Dothan, Alabama. Stephen has been in the financial services industry for over 16 years and has experience with Portfolio Management for Individuals and Financial Planning. Stephen holds Series 7 and 66 licenses.

Firm Information

Stephen Evans 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Evans’s Registration & Firm History

AL

04/20/2022 - Present

Portfolio Medics, LLC (Dothan AL)

TN

05/17/2018 - 12/09/2021

JANNEY MONTGOMERY SCOTT LLC (Franklin TN)

TN

03/03/2017 - 05/15/2018

AVONDALE PARTNERS, LLC (NASHVILLE TN)

AL

09/03/2014 - 01/23/2017

KESTRA INVESTMENT SERVICES, LLC (DOTHAN AL)

AL

03/09/2009 - 09/02/2014

FINANCIAL TELESIS INC (DOTHAN AL)

AL

01/13/2006 - 02/27/2009

NBC SECURITIES, INC. (DOTHAN AL)

Not sure if Stephen Dale Evans is right for you?

Licenses & Designations

BOTH

Issued 09/28/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Dale Evans.
Not sure if Stephen Dale Evans is right for you?