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William George Decker

Portfolio Medics, LLC

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About William George Decker

William George Decker is an investment advisor representative with Portfolio Medics, LLC based in Bonita Springs, Florida. William has been in the industry since 2020 and holds the Series 63, 65 and SIE licenses. William has experience providing financial planning and portfolio management services. William also is an independent insurance agent for Red Zone Insurance Planning, where he sells insurance products including annuities.

Firm Information

William Decker 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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William Decker’s Registration & Firm History

FL

01/01/2025 - Present

Portfolio Medics, LLC (St Augustine FL)

CA

01/22/2020 - 06/30/2022

NYLIFE SECURITIES LLC (San Dimas CA)

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Licenses & Designations

IA

Issued 04/13/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/22/2020

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

BC

Issued 01/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for William George Decker. Review regulatory record here.
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