Conan Porter, financial advisor Reno NV

Conan Porter

CRD Number: 1672114
Current Firm: Charles Schwab & Company, Inc.

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.

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Professional Designations
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
Contact Info for Conan Porter
Phone Number: 415-667-7000
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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