Kenneth Lee Clark
Investment adviser representative at Portfolio Medics, LLC
11 yearsExperience
2 statesRegistered in
$780.5MFirm assets
8 yearsFirm in business
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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
11 years in the industry.
- Portfolio Medics, LLCSep 2025 to now
- Vital Records ControlSep 2021 to now
- Harbor Light, LLCDec 2020 to now
- All Around, Inc.Mar 2015 to now
- Allstate Insurance CompanyDec 2020 to Aug 2023
- NthriveNov 2018 to Sep 2019
- Edward JonesJun 2018 to Oct 2018
- Iron MountainMay 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, NC).
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
- 2426017
- Firm CRD
- 145958