John Porter (CRD# 2056139) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Evansville, IN and has over 33 years of experience in the finance industry.
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 6283465
Donaldson Capital Management LLC
CRD# 5466140
Donaldson Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kcpag Financial Advisors LLC | Evansville, IN | Nov 2001 - Current | 22 |
| Kcpag Insurance Services LLC | Evansville, IN | May 2000 - Current | 23 |
| Kemper Capital Management LLC | Evansville, IN | May 2000 - Current | 23 |
| Securities America, Inc. | Evansville, IN | Sep 2005 - May 2019 | 13 |
| Kcpag Brokerage LLC | Evansville, IN | May 2000 - May 2019 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1990 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2000 |
- IL
- IN
- LA
- TX
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts298ACCOUNTS
-
Average Account Value$40,019
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, IL, IN, KY, LA, MO, TN, TX
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