Porter Financial Planning
Porter Financial Planning (CRD# 150853) is a financial advisory firm headquartered in , . They manage $29,863,411 in 235 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts235ACCOUNTS
Average Account Value$127,078
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mickey Porter (CRD# 5109370) is an Investment Advisor Representative working at Porter Financial Planning in Ottawa Hills, OH and has 1 year of experience in the finance industry. Mickey 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.