Jeffrey PorterfieldCRD Number: 1012327
Current Firm: Wells Fargo Advisors Financial Network, LLC
Jeffrey Porterfield (CRD# 1012327) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Upper Arlington, OH and has over 33 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Wells Fargo Advisors Financial Network LLC||Upper Arlington, OH||May 2009 - Current||7|
|Wachovia Securities Financial Network, Llc (11025)||Upper Arlington, OH||Feb 2007 - May 2009||2|
|Ubs Financial Services Inc. (8174)||Upper Arlington, OH||Jun 2006 - Feb 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1983|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- 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