Daniel Porter, financial advisor Phoenix AZ

Daniel Porter

CRD Number: 6655172
Current Firm: Charles Schwab & Company, Inc.

Daniel Porter (CRD# 6655172) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ May 2016 - Current 5
Unemployed Sun City, AZ Dec 2015 - May 2016 < 1
Macy's Corporation Avondale, AZ Nov 2015 - Dec 2015 < 1
Unemployed Avondale, AZ Jul 2014 - Nov 2015 1
United States Marine Corps Camp Pendleton, CA Jul 2010 - Jul 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
S63 Uniform Securities State Law Examination Dec 2016
Contact Info for Daniel L. Porter
Phone Number: 415-667-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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