Denis Porter (CRD# 7259332) is an Investment Advisor Representative working at First Command Advisory Services in Colonial Heights, VA and has over 2 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
Company Name | Location | Dates | Years |
---|---|---|---|
First Command Brokerage Services, Inc. | Fort Worth, TX | Feb 2022 - Current | 2 |
First Command Advisory Services, Inc. | Fort Worth, TX | Feb 2022 - Current | 2 |
First Command Insurance Services, Inc. | Fort Worth, TX | Feb 2022 - Current | 2 |
Army Reserves | Spanaway, WA | Dec 2013 - Current | 10 |
A Day Away Kayak Tour | Titusville, FL | Jun 2021 - Mar 2022 | < 1 |
First Command Brokerage Services, Inc. | Fort Worth, TX | Jan 2022 - Feb 2022 | < 1 |
First Command Financial Planning | Fort Worth, TX | May 2020 - Jun 2021 | 1 |
Golden Key Group / Comtek | Seattle, WA | Dec 2018 - Jun 2020 | 1 |
Army | Fort Lee, VA | May 2019 - Aug 2019 | < 1 |
Pacific Lutheran University | Parkland, WA | Jan 2016 - Dec 2018 | 2 |
Pacific Lutheran University | Parkland, WA | Jan 2015 - Dec 2018 | 3 |
Pacific Lutheran University | Parkland, WA | Jan 2015 - Dec 2018 | 3 |
Unemployeed | Spanaway, WA | Jan 2010 - Jul 2017 | 7 |
Bed Bath And Beyond | Puyallup, WA | Jan 2015 - Jul 2016 | 1 |
Army | Fort Lenonarwood, MO | Jul 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- TX
- VA
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.