Justin McGuffey (CRD# 5293733) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 15 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Portfolio Medics | Bonita Springs, FL | Feb 2019 - Current | 5 |
Horter Investment Management | Cincinnati, OH | Apr 2018 - Feb 2019 | < 1 |
Horter Financial Strategies | Cincinnati, OH | Apr 2018 - Feb 2019 | < 1 |
Zillow Group | Cincinnati, OH | Nov 2017 - Mar 2018 | < 1 |
Ifs Financial Services | Cincinnati, OH | Aug 2011 - Sep 2017 | 6 |
Touchstone Securities | Cincinnati, OH | Aug 2011 - Sep 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2008 |
S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- KY
- OH
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Total Assets Under Management500MILLIONS
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Total Number of Accounts2,499ACCOUNTS
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Average Account Value$199,924
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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