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David B
Series 65, Series 63, Series 66
Lincoln, CA
Portfolio Medics, LLC
David Bressoud is a financial advisor at Portfolio Medics, LLC with 15 years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses. Prior to joining Portfolio Medics, he worked at Securities America Advisors and Securities America, Inc. Outside of advisory work, Mr. Bressoud is also an Uber driver and a stand-up comedian. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, stocks, and bonds, combining fundamental, technical, and cyclical analysis with a range of investment strategies suited to client objectives and risk tolerance.
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