Robert PorterCRD Number: 5902390
Current Firm: Wells Fargo Advisors, LLC
Robert Porter (CRD# 5902390) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Surfside Beach, SC and has over 5 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Berry Financial Securities, LLC
H.d. Vest Advisory Services, Inc.
|Wells Fargo Advisors, LLC||Charleston, SC||Mar 2014 - Current||2|
|Edward Jones||St Louis, MO||Mar 2011 - Mar 2014||3|
|Roseward Inc.||Sumter, SC||Jul 2009 - Dec 2010||1|
|Porters Of Sumter Inc.||Sumter, SC||Apr 1996 - Jul 2009||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)