Raymond Joseph Filorimo

Employer firm

Portfolio Medics, LLC CRD 145958

$780M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2002 → Present
  Guidance Wealth Management
  Delray Beach, FL
• 10/2017 → Present
  Portfolio Medics Llc
  Columbus, OH
• 01/2018 → Present
  David Moore Strategic Partners, Llc
  Boca Raton, FL

Previous Registrations

• 2007-10-17 → 2009-08-10
  Kovack Advisors, Inc.
  Ft. Lauderdale, FL
• 2006-11-20 → 2007-06-18
  Intervest International, Inc.
  Boca Raton, FL
  Colorado Springs, CO
• 1998-05-06 → 2002-11-06
  Equitable Advisors, Llc
  Ft Lauderdale, FL

Other Businesses

1. GUIDANCE WEALTH MANAGEMENT; INV RELATED, INSURANCE SALES 301 WEST ATLANTIC AVE STE 0-8 DELRAY, OWNER, FL 10/2003, DEVOTE MORE THAN 20 HOURS PER WEEK. 2. David Moore Strategic Partners, LLC, Non Investment-Related, Boca Raton, FL, accounting and business model management, 01/2018, 40-60 hrs/month

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-01
• S66 Uniform Combined State Law Examination
  2006-07-01
• S63 Uniform Securities Agent State Law Examination
  1997-05-22

Other Names

• Raymond J Filorimo