Cindi Porter (CRD# 4517682) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 21 years of experience in the finance industry. Cindi 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.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Madison Avenue Securities, LLC | San Diego, CA | Sep 2017 - Current | 6 |
| Alleron Investment Advisors | Sugar Hill, GA | Sep 2010 - Current | 13 |
| Integrated Financial Planning Services | Karlstrasse 20, | Jan 2015 - Sep 2017 | 2 |
| Dempsey Lord Smith, LLC | Rome, GA | Apr 2008 - Sep 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2002 |
- GA
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Total Assets Under Management1,824MILLIONS
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Total Number of Accounts13,989ACCOUNTS
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Average Account Value$130,398
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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