Bruce Porter, financial advisor Santa Ynez CA

Bruce Porter

CRD Number: 4451085
Current Firm: Lpl Financial LLC

Bruce Porter (CRD# 4451085) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Ynez, CA and has over 22 years of experience in the finance industry. Bruce 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
Lpl Financial LLC Santa Ynez, CA Oct 2023 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Mar 2020 - Oct 2023 3
Cooper Financial Group Santa Ynez, CA May 2017 - Oct 2023 6
Securities America, Inc. Santa Ynez, CA May 2017 - Mar 2020 2
Edward Jones St Louis, MO Sep 2001 - May 2017 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Bruce 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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