Timothy Porter, financial advisor Portland OR

Timothy Porter

CRD Number: 5065974
Current Firm: Smb Financial Services, Inc.

Timothy Porter (CRD# 5065974) is an Investment Advisor Representative working at Smb Financial Services LLC in Lake Oswego, OR and has over 10 years of experience in the finance industry. Timothy Porter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, the 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.

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Professional Designations
Company Name Location Dates Years
Aviation Professionals Financial Group Lake Oswego, OR Aug 2009 - Current 13
Smb Financial Services, Inc. Portland, OR Oct 2005 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Timothy L. Porter
By the Numbers
  • Total Assets Under Management
    143
    MILLIONS
  • Total Number of Accounts
    768
    ACCOUNTS
  • Average Account Value
    $185,686
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, ID, OR, TX, WA

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