Porter Draper (CRD# 3188308) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 16 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Private Client Advisory Inc. | Lone Tree, CO | Jul 2018 - Current | 5 |
| Charles Schwab & Company, Inc. | Lone Tree, CO | Jul 2018 - Current | 5 |
| Moloney Securities Company, Inc. | Manchester, MO | Jan 2017 - Jul 2018 | 1 |
| Moloney Securities Asset Management LLC | Manchester, MO | Jan 2017 - Jul 2018 | 1 |
| Cetera Advisors LLC | Denver, CO | Nov 2015 - Oct 2016 | < 1 |
| Rbc Capital Markets, LLC | Chicago, IL | Dec 2013 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- CO
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VI, VT, WA, WI, WV, WY
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