Conan Porter (CRD# 1672114) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Reno, NV and has over 36 years of experience in the finance industry. Conan 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.
CRD# 5245824
Prime Capital Investment Advisors, LLC
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Cunningham Investment Management, LLC
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Trident Capital Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab & Company, Inc. | Reno, NV | Jul 2021 - Current | 2 |
Charles Schwab Bank, Ssb | Reno, NV | Jul 2021 - Current | 2 |
Waypoint Direct Investments, LLC | Stamford, CT | Dec 2019 - Apr 2021 | 1 |
Jcc Advisors LLC | Laguna Niguel, CA | Jun 2019 - Dec 2019 | < 1 |
Phoenix American Hospitality | Dallas, TX | May 2019 - Dec 2019 | < 1 |
Fdx Capital LLC | New York, NY | May 2017 - Apr 2019 | 1 |
Northstar Realty Securities | Greenwood Village, CO | May 2013 - May 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1987 |
- NV
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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