Matthew Porter (CRD# 4680665) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Idaho Falls, ID and has over 16 years of experience in the finance industry. Matthew Porter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 5727397
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Cornerstone Tax Services | Pocatello, ID | Sep 2019 - Current | 4 |
| Cetera Advisors LLC | Denver, CO | Dec 2013 - Current | 10 |
| Porter Wealth Management | Idaho Falls, ID | Jan 2010 - Current | 14 |
| Cornerstone Financial Group, LLC | Idaho Falls, ID | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- ID
- OH
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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)
- 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, WY
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