RC
Robert Cagle
from Portfolio Medics, LLC
Robert Cagle is a financial advisor based in Florida, Bonita Springs,
with 11 years of experience. Robert currently works for
Portfolio Medics, LLC.
Robert maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Robert Cagle works at Portfolio Medics, LLC
Portfolio Medics, LLC is a financial advisory firm based in Bonita Springs, Florida. It currently has approximately $373,990,415 of assets under management and employs about 75 people. Portfolio Medics, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
27499 Riverview Center Blvd, Suite 406, Bonita Springs, Florida, 34134
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