Gregory Porter, financial advisor Roseville CA
96 score

Gregory Porter

CRD 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 33 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.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Roseville, CA Jul 2012 - Current 4
Charles Schwab Bank Roseville, CA Jul 2012 - Current 4
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
Contact Info for Gregory S. Porter
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
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, 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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