Omar Rojas
Investment adviser representative at Portfolio Medics, LLC
19 yearsExperience
1 stateRegistered 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
19 years in the industry.
- Portfolio Medics, LLCOct 2024 to now
- Modern TransportationSep 2023 to now
- Efficient PlanMar 2020 to Dec 2022
- Yrc Inc.Jun 2015 to Aug 2023
- Legacy Financial ServicesJan 2014 to Mar 2020
- Seller's Mark LLCMar 2007 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6331293
- Firm CRD
- 145958