Eric Steven Dudley
Investment adviser representative at Portfolio Medics, LLC
12 yearsExperience
4 statesRegistered in
$780.5MFirm assets
8 yearsFirm in business
Are you Eric Steven Dudley? Claim your profile
Contact this firm
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
12 years in the industry.
- World Financial GroupFeb 2025 to now
- Dudley FinancialSep 2020 to now
- Portfolio Medics, LLCAug 2020 to now
- Florida Financial and Insurance GroupMay 2022 to Feb 2025
- AssuranceMay 2019 to Nov 2020
- Pfs Investments Inc.Apr 2019 to Aug 2020
- Primerica Financial ServicesJan 2019 to Aug 2020
- Self EmployedJan 2018 to Apr 2019
- Exit King RealtyNov 2014 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 4 states (DC, FL, GA, 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
- 7093866
- Firm CRD
- 145958