Timothy PorterCRD 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.
Wells Fargo Clearing Services, LLC
Willamette Financial Advisors, LLC
The H Group Washington, Inc.
|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|
Total Assets Under Management143MILLIONS
Total Number of Accounts768ACCOUNTS
Average Account Value$185,686
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, FL, ID, OR, TX, WA
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