Kyle Porter (CRD# 6572285) is an Investment Advisor Representative working at Principal Asset Management in Folsom, CA and has over 7 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Ameritas Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Funds Distributor, Inc. | Folsom, CA | Apr 2019 - Current | 5 |
| Franklin Templeton Distributors Inc. | Rancho Cordova, CA | May 2016 - Apr 2019 | 2 |
| Franklin Templeton Investor Services LLC | Rancho Cordova, CA | Oct 2015 - May 2016 | < 1 |
| Unemployed | El Dorado Hills, CA | Apr 2015 - Oct 2015 | < 1 |
| Miami Marlins | Miami, FL | Jun 2014 - Apr 2015 | < 1 |
| Costco Wholesale | Folsom, CA | Oct 2014 - Jan 2015 | < 1 |
| Uc Berkeley | Berkeley, CA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2016 |
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CA
-
Total Assets Under Management377,223MILLIONS
-
Total Number of Accounts6,824ACCOUNTS
-
Average Account Value$55,278,865
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.