Suzette Porter (CRD# 5740731) is an Investment Advisor Representative working at Capstar Financial Services LLC in Austin, TX and has over 14 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Capstar Financial, LLC | Austin, TX | Sep 2011 - Current | 12 |
Capstar Financial Services Limited Liability Corporation | Austin, TX | May 2009 - Current | 14 |
Global Financial Private Capital, LLC | Sarasota, FL | Sep 2013 - Dec 2019 | 6 |
Fidelity Bank | West Des Moines, IA | Jan 2017 - Jan 2019 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2009 |
- LA
- TX
-
Total Assets Under Management148MILLIONS
-
Total Number of Accounts306ACCOUNTS
-
Average Account Value$484,390
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
LA, TX
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