Michael Porfido (CRD# 1359570) is an Investment Advisor Representative working at January Capital Advisors LLC in San Francisco, CA and has over 35 years of experience in the finance industry. Michael Porfido 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| January Capital Advisors LLC | San Francisco, CA | May 2015 - Current | 8 |
| Lpl Financial LLC | San Francisco, CA | May 2015 - Current | 8 |
| Michael Porfido Real Estate | San Francisco, CA | Sep 2008 - May 2015 | 6 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2006 - May 2015 | 8 |
| Ameritas Life Insurance Corp. | Lincoln, NE | Jun 2006 - May 2015 | 8 |
| San Francisco Associates | San Francisco, CA | Feb 1986 - Oct 2014 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1988 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
- CA
- TX
-
Total Assets Under Management216MILLIONS
-
Total Number of Accounts889ACCOUNTS
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Average Account Value$242,762
- A percentage of assets under your management
- 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
AZ, CA, NH, NY, OR, TX
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