Sara Porter (CRD# 7283249) is an Investment Advisor Representative working at Kpp Advisory Services LLC in Louisville, KY and has over 3 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kpp Advisory Services LLC | Louisville, KY | Jan 2021 - Current | 3 |
| Lpl Financial, LLC | Louisville, KY | Oct 2020 - Current | 3 |
| Mccann Erickson | Louisville, KY | Sep 2004 - Aug 2020 | 15 |
| First Savings Bank | Jeffersonville, IN | Dec 2013 - Jul 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- KY
-
Total Assets Under Management881MILLIONS
-
Total Number of Accounts3,132ACCOUNTS
-
Average Account Value$281,150
- 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
- Educational seminars/workshops
AL, CA, CO, DE, FL, GA, IL, IN, KS, KY, LA, MA, MI, MO, NC, NE, NY, OH, OK, SC, TN, TX, VA, WI
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