Timothy Porter, financial advisor Greenfield IN
93 score

Timothy Porter

CRD Number: 5547756
Current Firm: Cambridge Investment Research Advisors, Inc.

Timothy Porter (CRD# 5547756) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greenfield, IN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Aug 2013 - Current 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2013 - Current 3
Tim Porter Associates Indianapolis, IL Sep 1991 - Aug 2013 21
Thirvent Investment Management Inc. Libertyville, IL Sep 2010 - Aug 2011 < 1
Martin Financial Services Lombard, IL Jan 2010 - Sep 2010 < 1
Princor Financial Services Corporation Lombard, IL Jun 2008 - Sep 2010 2
Principal Life Insurance Company Lombard, IL Jun 2008 - Dec 2008 < 1
United Wholesale Mortgage Birmingham, MI Jan 2008 - May 2008 < 1
Shore Financial Services Birmingham, MI Jan 2008 - Apr 2008 < 1
Draper And Kramer Chicago, IL Jul 2003 - Jan 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Timothy J. Porter
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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