KC
Kenneth L. Clark
PORTFOLIO MEDICS
Saint Cloud, FL
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CRD#: 2426017
KC
Professional summary
Kenneth Lee Clark, who also goes by Ken L Clark, Ken Clark, is a registered financial advisor currently at PORTFOLIO MEDICS, LLC located in Saint Cloud, Florida.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Kenneth has worked at 9 firms and has passed the Series 65, Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ken L Clark | Ken Clark
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Lee Clark's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 22, 2025 - Present
PORTFOLIO MEDICS, LLC
RIA
CRD#: 145958
Saint Cloud, FL
Past
March 16, 2021 - August 31, 2023
ALLSTATE FINANCIAL ADVISORS, LLC
RIA
CRD#: 109524
Lumberton, NC
Past
March 15, 2021 - August 31, 2023
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
Lumberton, NC
Past
August 17, 2018 - October 30, 2018
EDWARD JONES
RIA
CRD#: 250
Chapel Hill, NC
Past
July 25, 2018 - October 30, 2018
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Past
July 28, 2009 - September 22, 2009
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
WARRENTON, VA
Past
July 20, 2009 - September 22, 2009
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
WARRENTON, VA
Past
April 11, 2002 - August 1, 2005
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
May 18, 2000 - March 28, 2002
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
Past
May 11, 1999 - April 6, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
January 5, 1994 - April 26, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PM
PORTFOLIO MEDICS, LLC
401 (K) MEDICS, LLC | PORTFOLIO MEDICS, LLC | 401(K) MEDICS, LLC,403(B) MEDICS, LLC
CRD#: 145958 / SEC#: 801-113846
RIA
Registered Investment Advisory firm - (8/16/2018 Approved)Arizona
Registered Investment Advisory firm - (10/3/2018 Terminated)California
Registered Investment Advisory firm - (5/13/2019 Terminated)Florida
Registered Investment Advisory firm - (10/3/2018 Terminated)Georgia
Registered Investment Advisory firm - (10/5/2018 Terminated)Illinois
Registered Investment Advisory firm - (11/18/2011 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2018 Terminated)Minnesota
Registered Investment Advisory firm - (11/18/2011 Terminated)New York
Registered Investment Advisory firm - (11/18/2011 Terminated)North Carolina
Registered Investment Advisory firm - (10/5/2018 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2018 Terminated)Oregon
Registered Investment Advisory firm - (10/3/2018 Terminated)South Carolina
Registered Investment Advisory firm - (10/3/2018 Terminated)Tennessee
Registered Investment Advisory firm - (10/4/2018 Terminated)Texas
Registered Investment Advisory firm - (10/3/2018 Terminated)Virginia
Registered Investment Advisory firm - (11/13/2015 Terminated)West Virginia
Registered Investment Advisory firm - (11/18/2011 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(12/22/2025)
IAR
North Carolina(1/23/2026)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/15/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PM
PORTFOLIO MEDICS, LLC
401 (K) MEDICS, LLC | PORTFOLIO MEDICS, LLC | 401(K) MEDICS, LLC,403(B) MEDICS, LLC
CRD#: 145958 / SEC#: 801-113846
RIA
Registered Investment Advisory firm - (8/16/2018 Approved)Arizona
Registered Investment Advisory firm - (10/3/2018 Terminated)California
Registered Investment Advisory firm - (5/13/2019 Terminated)Florida
Registered Investment Advisory firm - (10/3/2018 Terminated)Georgia
Registered Investment Advisory firm - (10/5/2018 Terminated)Illinois
Registered Investment Advisory firm - (11/18/2011 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2018 Terminated)Minnesota
Registered Investment Advisory firm - (11/18/2011 Terminated)New York
Registered Investment Advisory firm - (11/18/2011 Terminated)North Carolina
Registered Investment Advisory firm - (10/5/2018 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2018 Terminated)Oregon
Registered Investment Advisory firm - (10/3/2018 Terminated)South Carolina
Registered Investment Advisory firm - (10/3/2018 Terminated)Tennessee
Registered Investment Advisory firm - (10/4/2018 Terminated)Texas
Registered Investment Advisory firm - (10/3/2018 Terminated)Virginia
Registered Investment Advisory firm - (11/13/2015 Terminated)West Virginia
Registered Investment Advisory firm - (11/18/2011 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134
Mailing Address
Phone number
(239) 444-1766
Established
Firm type
Fiscal year end
# of Employees
75
SEC notice filing (41 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 3,702 |
| AUM (Assets Under Management) | $ 552,733,331 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
