Michael Porfido, financial advisor San Francisco CA
96 score

Michael Porfido

CRD Number: 1359570
Current Firm: January Capital Advisors LLC

Michael Porfido (CRD# 1359570) is an Investment Advisor Representative working at January Capital Advisors LLC in San Francisco, CA and has over 29 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.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC San Francisco, CA May 2015 - Current 2
January Capital Advisors LLC San Francisco, CA May 2015 - Current 2
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
Acacia Life Insurance Bethesda, MD Jun 2006 - Dec 2011 5
Union Central Life Insurance Cincinnati, OH Jun 1995 - Dec 2011 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Dec 1996
Contact Info for Michael A. Porfido
Phone Number: 415-494-2790
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    105
    MILLIONS
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $327,128
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, TX

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

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