Daniel Porter, financial advisor Simi Valley CA
93 score

Daniel Porter

CRD Number: 4525110
Current Firm: Sagepoint Financial, Inc.

Daniel Porter (CRD# 4525110) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Simi Valley, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Skidmore Markell & Company Simi Valley, CA Jan 2007 - Current 9
Sagepoint Financial Inc. Phoenix, AZ Oct 2005 - Current 11
Djr Financial Services Simi Valley, CA Sep 2004 - Current 12
Icm Camarillo, CA Apr 2002 - Current 14
Skidmore Markell Lending Services Simi Valley, CA Jan 2007 - Feb 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Dec 2004
Contact Info for Daniel S. Porter
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
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
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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