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Ty Lavictoire

Portfolio Medics, LLC

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About Ty Lavictoire

Ty Lavictoire is an Investment Advisor Representative at Portfolio Medics, LLC. Ty has been in the industry for over 10 years and holds the Series 65, Series 6TO and SIE licenses. Ty has been registered in Texas since 2024. Ty's experience includes working at Trinity Wealth Securities, LLC in Jacksonville, FL and Florida Financial Advisors in Jacksonville, FL. Ty's primary focus is on providing financial planning and portfolio management for individuals. Ty has a proven track record of success in helping clients reach their financial goals.

Firm Information

Ty Lavictoire 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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Ty Lavictoire’s Registration & Firm History

FL

07/17/2024 - Present

Portfolio Medics, LLC (BONITA SPRINGS FL)

FL

01/06/2024 - 07/19/2024

TRINITY WEALTH SECURITIES, L.L.C. (Jacksonville FL)

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Licenses & Designations

IA

Issued 04/18/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/06/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/06/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ty Lavictoire.
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