Bryce Porter, financial advisor San Diego CA

Bryce Porter

CRD Number: 5111723
Current Firm: Lpl Financial LLC

Bryce Porter (CRD# 5111723) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 8 years of experience in the finance industry. Bryce 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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Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC San Diego, CA Aug 2016 - Current 7
Db Wealth Management Group, LLC San Diego, CA Jan 2012 - Current 12
Lpl Financial, LLC San Diego, CA Oct 2014 - Aug 2016 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2015
Contact Info for Bryce J. Porter
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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