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Ivan H

Series 65

Jacksonville, FL

Portfolio Medics, LLC

Ivan Hernandez is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Bank of America, Alive Credit Union, Trinity Wealth Securities, Florida Financial Advisors, Synovus Bank, and Publix. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm employs a variety of strategies including fundamental, technical, and cyclical analysis, and offers customized portfolios using diversified funds, individual securities, independent managers, and specific program structures aligned with client objectives.

Active portfolio management Passive / index investing
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Ty L

Series 65

Jacksonville, FL

Portfolio Medics, LLC

Ty La Victoire is a financial advisor at Portfolio Medics, LLC in Jacksonville, FL, holding a Series 65 designation with three years of industry experience. Prior to joining Portfolio Medics, he worked at Trinity Wealth Securities, Florida Financial Advisors, and the University of San Francisco. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management.

Active portfolio management Passive / index investing
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