Gregory PorterCRD Number: 1069874
Current Firm: Charles Schwab & Company, Inc.
Gregory Porter (CRD# 1069874) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Roseville, CA and has over 35 years of experience in the finance industry. Gregory 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.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Charles Schwab & Company, Inc.||Roseville, CA||Jul 2012 - Current||5|
|Charles Schwab Bank||Roseville, CA||Jul 2012 - Current||5|
|New England Securities||Foster City, CA||Mar 2012 - Jun 2012||< 1|
|Self-employed||Folsom, CA||Aug 2004 - Jun 2012||7|
|Clc, Inc.||Granite Bay, CA||Jul 2004 - Jun 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1982|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
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