Matthew PorterCRD Number: 1812445
Current Firm: Triad Advisors, Inc.
Matthew Porter (CRD# 1812445) is an Investment Advisor Representative working at Triad Advisors, Inc. in New Berlin, WI and has over 29 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Triad Advisors, Inc.||Norcross, GA||Jan 2016 - Current||2|
|Investors Capital Corporation||Lynnfield, MA||Jan 2013 - Jan 2016||3|
|Questar Asset Management||Minneapolis, MN||May 2008 - Jan 2013||4|
|Questar Capital Corporation||Minneapolis, MN||Apr 2008 - Jan 2013||4|
|Pruco Securities,llc||New Berlin, WI||Mar 1988 - Feb 2008||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
|S65||NASAA Investment Advisors Law Examination||Jun 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
- Judgments / Liens
Total Assets Under Management621MILLIONS
Total Number of Accounts3,756ACCOUNTS
Average Account Value$165,415
- 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)
- Publication of periodicals or newsletters
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