Timothy PorterCRD 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.
I4 Advisors LLC
Treybourne Wealth Planners
Peloton Wealth Strategists, Inc.
|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|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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