Matthew PorterCRD Number: 5509175
Current Firm: Patuxent Financial Partners, LLC
Matthew Porter (CRD# 5509175) is an Investment Advisor Representative working at Patuxent Financial Partners, LLC in Columbia, MD and has over 8 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.
David Wealth Management, LLC
Blue Ocean Global Wealth
Commonwealth Financial Network
|Patuxent Financial Partners, LLC||Columbia, MD||May 2017 - Current||< 1|
|Patuxent Financial Partners, LLC||Columbia, MD||Oct 2010 - May 2017||6|
|H. Beck, Inc.||Columbia, MD||Oct 2010 - May 2017||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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S65||NASAA Investment Advisors Law Examination||Oct 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
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- Pension consulting services
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