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Elvis Medica

29 Years of Experience
Estero, FL
Broker

Elvis Medica is a registered investment advisor, based in Estero, FL, with 29 years of industry experience.

Location

Estero, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Elvis works full-time as an advisor at Porte Brown Wealth Management, LLC, providing financial planning and investment guidance. He also dedicates minimal time as the Founder/CEO of G&M Legacy Ventures, LLC, an online e-commerce business selling products on Amazon.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
August 2025 - Present · 11 mos
Previous Registrations
Avantax Advisory Services
April 2025 - September 2025 · 5 mos
Avantax Investment Services, INC.Broker
April 2025 - September 2025 · 5 mos
Avantax Investment Services, INC.Broker
January 2022 - January 2025 · 3 yrs
Avantax Advisory Services
January 2022 - January 2025 · 3 yrs
Financial Advocates Investment Management
April 2020 - December 2021 · 1 yr 8 mos
LPL Financial LLCBroker
April 2020 - December 2021 · 1 yr 8 mos
Cetera Financial Specialists LLCBroker
February 2018 - July 2019 · 1 yr 5 mos
Cetera Advisor Networks LLCBroker
February 2018 - July 2019 · 1 yr 5 mos
Cetera Advisor Networks LLC
February 2018 - July 2019 · 1 yr 5 mos
Cetera Investment Services LLCBroker
February 2018 - July 2019 · 1 yr 5 mos
Cetera Advisors LLCBroker
February 2018 - July 2019 · 1 yr 5 mos
Summit Brokerage Services, INC.Broker
February 2018 - July 2019 · 1 yr 5 mos
First Allied Securities, INC.Broker
February 2018 - July 2019 · 1 yr 5 mos
Assetmark Brokerage, LLCBroker
March 2015 - January 2018 · 2 yrs 10 mos
Assetmark, INC.
March 2015 - January 2018 · 2 yrs 10 mos
Lincoln Investment Planning, INC
August 2013 - March 2015 · 1 yr 7 mos
Lincoln InvestmentBroker
August 2013 - March 2015 · 1 yr 7 mos
Capital Brokerage CorporationBroker
October 2009 - June 2013 · 3 yrs 8 mos
Genworth Financial Wealth Management, INC.
October 2009 - June 2013 · 3 yrs 8 mos
Icon Advisers, INC.
December 2005 - September 2009 · 3 yrs 9 mos
Icon Distributors, INC.Broker
February 2002 - September 2009 · 7 yrs 7 mos
Mcdonald Investments INC.Broker
April 1999 - January 2002 · 2 yrs 9 mos
Valmark Securities, INC.Broker
July 1998 - April 1999 · 9 mos
Vestax Securities CorporationBroker
February 1997 - July 1998 · 1 yr 5 mos
Prudential Securities IncorporatedBroker
May 1996 - January 1997 · 8 mos
The Equitable Life Assurance Society of the United StatesBroker
November 1994 - March 1996 · 1 yr 4 mos
Equico Securities, INC.Broker
November 1994 - March 1996 · 1 yr 4 mos
State Registrations9 states
CACOFLILMIOHTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Elvis Medica - Financial Advisor | TrueAdvisor