Steven PorterCRD Number: 5383185
Current Firm: Charles Schwab & Company, Inc.
Steven Porter (CRD# 5383185) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 10 years of experience in the finance industry. Steven Porter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Charles Schwab & Company, Inc.||Orlando, FL||Feb 2015 - Current||2|
|Charles Schwab Bank||Orlando, FL||Feb 2015 - Current||2|
|Tdameritrade Inc.||Orlando, FL||Mar 2008 - Feb 2015||6|
|Morgan Stanley||Orlando, FL||Aug 2007 - Mar 2008||< 1|
|University Of Florida||Gainesville, FL||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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