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Thomas Mead

Portfolio Medics, LLC

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About Thomas Mead

Thomas Mead is a Registered Investment Advisor representative of Portfolio Medics, LLC. He is licensed to provide investment advice in Texas. Thomas has been in the financial industry since 2018 and has experience with securities, variable contracts, and insurance products. Thomas has Series 6, 63, and 65 licenses as well as the SIE exam. His firm specializes in financial planning, portfolio management, and pension consulting for individuals and institutions. Thomas also provides other services including selection of other advisors.

Firm Information

Thomas Mead 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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Thomas Mead’s Registration & Firm History

TX

12/11/2020 - Present

Portfolio Medics, LLC (Granbury TX)

TX

02/16/2018 - 12/10/2018

MML INVESTORS SERVICES, LLC (DALLAS TX)

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Licenses & Designations

IA

Issued 05/09/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/20/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Mead.
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