Landon Portner, financial advisor Raleigh NC

Landon Portner

CRD Number: 6012413
Current Firm: Envestnet Pmc

Landon Portner (CRD# 6012413) is an Investment Advisor Representative working at Envestnet Pmc in Raleigh, NC and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Envestnet Asset Management/tamarac Raleigh, NC Aug 2021 - Current 2
Envestnet Asset Management/tamarac Raleigh, NC Jan 2016 - Aug 2021 5
Ubs Financial Services Inc. Raleigh, NC Feb 2014 - Dec 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Landon H. Portner
Phone Number: 312-827-2800
Registered State(s):
  • IL
  • NC
By the Numbers
  • Total Assets Under Management
    346,834
    MILLIONS
  • Total Number of Accounts
    1,713,518
    ACCOUNTS
  • Average Account Value
    $202,410
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, WY

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