Terrence Porter (CRD# 2390796) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Myers, FL and has over 30 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Fort Myers, FL | May 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Myers, FL | Jun 2017 - May 2021 | 3 |
| Bank Of America, N.a. | Fort Myers, FL | Feb 2016 - Jun 2017 | 1 |
| Waddell & Reed Inc. | San Diego, CA | Jan 2016 - Feb 2016 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | La Mesa, CA | Jan 2016 - Feb 2016 | < 1 |
| Christ Chapel | San Diego, CA | Apr 2012 - Jan 2016 | 3 |
| Sagepoint Financial | San Diego, CA | Oct 2015 - Dec 2015 | < 1 |
| Independent Capital Management, Inc. | San Diego, CA | Sep 2015 - Dec 2015 | < 1 |
| Florabella | San Diego, CA | Jan 2014 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- FL
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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