Christopher PorterCRD Number: 1911339
Current Firm: Madison Avenue Securities, LLC
Christopher Porter (CRD# 1911339) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 26 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Yale Tax Solutions, LLC||Wallingford, CT||Sep 2010 - Current||6|
|Madison Avenue Securities, Inc.||Wallingford, CT||Mar 2009 - Current||7|
|Madison Avenue Securities, Inc.||Wallingford, CT||Dec 2006 - Current||9|
|Porter Financial Strategies||Wallingford, CT||Jan 1995 - Current||21|
|Madison Avenue Advisors, Inc.||Wallingford, CT||Dec 2006 - Mar 2009||2|
|Lincoln Financial Advisors||Windsor, CT||Feb 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1990|
|S65||NASAA Investment Advisors Law Examination||Oct 1997|
Total Assets Under Management330MILLIONS
Total Number of Accounts3,611ACCOUNTS
Average Account Value$91,271
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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