Douglas Porter, financial advisor Lincoln NE
93 score

Douglas Porter

CRD Number: 4562560
Current Firm: Primerica Advisors

Douglas Porter (CRD# 4562560) is an Investment Advisor Representative working at Primerica Advisors in Lincoln, NE and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Lincoln, NE Jun 2002 - Current 14
Primerica Financial Services Lincoln, NE Nov 2001 - Current 15
Larsen, Bryant, & Associates Lincoln, NE Jul 2007 - Jan 2011 3
Larsen,bryant & Porter,cpa Lincoln, NE Nov 1985 - Jul 2007 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Douglas S. Porter
Phone Number: 800-544-5445
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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