Bradley Porter (CRD# 6464031) is an Investment Advisor Representative working at Compound Planning in Highlands Ranch, CO and has over 8 years of experience in the finance industry.
CRD# 2178385
Abboud Financial Planning, Inc.
CRD# 2520368
Ubs Financial Services Inc.
CRD# 1130816
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compound Planning | New York, NY | Jan 2024 - Current | < 1 |
| Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2023 - Jan 2024 | < 1 |
| Personal Capital Advisors Corporation | Denver, CO | Jan 2019 - Apr 2023 | 4 |
| Salt Securities, LLC | Denver, CO | Mar 2018 - Nov 2018 | < 1 |
| Salt Blockchain Asset Partners, LLC | Denver, CO | Mar 2018 - Nov 2018 | < 1 |
| Crestone Securities LLC | Boulder, CO | Aug 2016 - Feb 2018 | 1 |
| Crestone Asset Management LLC | Boulder, CO | Aug 2016 - Feb 2018 | 1 |
| Unemployed | Denver, CO | Mar 2016 - Aug 2016 | < 1 |
| J.p. Morgan Securities LLC | Denver, CO | Mar 2015 - Mar 2016 | 1 |
| Jpmorgan Chase Bank, Na | Denver, CO | Dec 2014 - Mar 2016 | 1 |
| University Of Colorado | Boulder, CO | Aug 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- CO
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Total Assets Under Management1,396MILLIONS
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Total Number of Accounts7,391ACCOUNTS
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Average Account Value$188,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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