Trent Porter, financial advisor Durango CO

Trent Porter

CRD Number: 5273644
Current Firm: Priority Financial Partners

Trent Porter (CRD# 5273644) is an Investment Advisor Representative working at Priority Financial Partners in Durango, CO and has over 17 years of experience in the finance industry. Trent 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
Priority Financial Planning, LLC Denver, CO Oct 2012 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for Trent D. Porter
Phone Number: (970) 880-9577
Registered State(s):
  • CO
  • KS
By the Numbers
  • Total Assets Under Management
    64
    MILLIONS
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $268,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, KS

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