William Porterfield, financial advisor Hurst TX

William Porterfield

CRD Number: 1723865
Current Firm: Lincoln Financial Advisors Corporation
William Porterfield (CRD# 1723865) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Hurst, TX and has over 29 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Fort Wayne, IN Aug 1998 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1987
Contact Info for William C. Porterfield
Phone Number: 800-237-3813
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    26,806
    MILLIONS
  • Total Number of Accounts
    76,852
    ACCOUNTS
  • Average Account Value
    $348,795
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, 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

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Data verified by both the advisor and the public regulatory data.

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