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 6 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||3|
|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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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