Matthew Porter, financial advisor Columbia MD
96 score

Matthew Porter

CRD Number: 5509175
Current Firm: H. Beck, Inc.

Matthew Porter (CRD# 5509175) is an Investment Advisor Representative working at H. Beck, Inc. in Columbia, MD and has over 7 years of experience in the finance industry. Matthew Porter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Patuxent Financial Partners, LLC Columbia, MD Oct 2010 - Current 6
Law Offices Of Matthew D. Porter, LLC Columbia, MD Oct 2010 - Jun 2011 < 1
David Albert & Associates Bethesda, MD Aug 2007 - Oct 2010 3
Rubino & Mcgeehin/rmwm Bethesda, MD Aug 2007 - Oct 2010 3
Full Time Law Student Baltimore, MD Aug 2004 - Aug 2007 3
Brass Elephant Restaurant Baltimore, MD Aug 2004 - Aug 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for Matthew D. Porter
Phone Number: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,825
    MILLIONS
  • Total Number of Accounts
    10,457
    ACCOUNTS
  • Average Account Value
    $174,531
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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