Brion Timothy Walters
Investment adviser representative at Portfolio Medics, LLC
21 yearsExperience
1 stateRegistered in
ChFC®Designation
$780.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Portfolio Medics, LLCNov 2019 to now
- Horter Financial StrategiesJan 2017 to Oct 2019
- Horter Investment Management, LLCJan 2017 to Oct 2019
- State Farm InsuranceApr 2005 to Dec 2016
- State Farm Vp Managment Corp.Apr 2005 to Dec 2016
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (OH).
Portfolio Medics, LLC
$780.5MAssets managed
2,929Clients
82Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2389492
- Firm CRD
- 145958